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Moloney Securities Asset Management’s Dow Inc DOW Stock Holding History

Moloney Securities Asset Management’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,575
Closed -$305K – 480
2024
Q3 		$305K Sell
5,575
-574
-9% -$30.3K 0.04% 354
2024
Q2 		$326K Sell
6,149
-737
-11% -$42.1K 0.05% 334
2024
Q1 		$399K Sell
6,886
-3,007
-30% -$166K 0.06% 297
2023
Q4 		$543K Sell
9,893
-2,490
-20% -$127K 0.09% 234
2023
Q3 		$638K Sell
12,383
-1,989
-14% -$107K 0.12% 207
2023
Q2 		$765K Buy
14,372
+285
+2% +$15.1K 0.14% 181
2023
Q1 		$772K Sell
14,087
-1,812
-11% -$102K 0.14% 174
2022
Q4 		$801K Sell
15,899
-1,250
-7% -$61.1K 0.18% 151
2022
Q3 		$753K Sell
17,149
-1,229
-7% -$62.3K 0.18% 147
2022
Q2 		$948K Buy
18,378
+1,229
+7% +$78.7K 0.22% 129
2022
Q1 		$1.09M Buy
17,149
+4,185
+32% +$252K 0.21% 129
2021
Q4 		$735K Sell
12,964
-417
-3% -$23.8K 0.12% 192
2021
Q3 		$770K Sell
13,381
-108
-0.8% -$6.61K 0.14% 188
2021
Q2 		$854K Sell
13,489
-549
-4% -$36.2K 0.16% 167
2021
Q1 		$898K Sell
14,038
-1,540
-10% -$92.2K 0.18% 145
2020
Q4 		$865K Sell
15,578
-128
-0.8% -$6.61K 0.19% 140
2020
Q3 		$739K Sell
15,706
-1,042
-6% -$46.8K 0.2% 133
2020
Q2 		$683K Buy
16,748
+108
+0.6% +$3.95K 0.2% 126
2020
Q1 		$487K Buy
16,640
+3,081
+23% +$131K 0.17% 136
2019
Q4 		$742K Buy
13,559
+2,735
+25% +$141K 0.23% 120
2019
Q3 		$516K Buy
10,824
+5,924
+121% +$277K 0.17% 148
2019
Q2 		$242K Buy
+4,900
New +$259K 0.08% 252

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Moloney Securities Asset Management's DOW Position: Q4 2024 in Review

Moloney Securities Asset Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 5,575 shares — an estimated $305K sold.

Moloney Securities Asset Management first reported a position in DOW in Q2 2019 and held it in 22 quarters. The position peaked at $1.09M in Q1 2022. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Moloney Securities Asset Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Moloney Securities Asset Management sold 5,575 Dow Inc shares in Q4 2024, an estimated $305K.
  • Moloney Securities Asset Management first reported a position in Dow Inc in Q2 2019 and held it in 22 quarters.
  • Moloney Securities Asset Management's Dow Inc position peaked at $1.09M in Q1 2022.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Moloney Securities Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.