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Monument Capital Management’s Dow Inc DOW Stock Holding History

Monument Capital 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
-3,954
Closed -$216K – 206
2024
Q3 		$216K Sell
3,954
-2,273
-37% -$120K 0.06% 184
2024
Q2 		$330K Sell
6,227
-660
-10% -$37.7K 0.1% 137
2024
Q1 		$399K Sell
6,887
-1,511
-18% -$83.5K 0.12% 136
2023
Q4 		$461K Sell
8,398
-85
-1% -$4.34K 0.15% 121
2023
Q3 		$437K Sell
8,483
-400
-5% -$21.5K 0.15% 110
2023
Q2 		$473K Sell
8,883
-38,872
-81% -$2.07M 0.15% 105
2023
Q1 		$2.62M Buy
47,755
+2,002
+4% +$113K 0.88% 33
2022
Q4 		$2.31M Buy
45,753
+6,612
+17% +$323K 0.79% 41
2022
Q3 		$1.72M Buy
39,141
+554
+1% +$28.1K 0.64% 46
2022
Q2 		$1.99M Sell
38,587
-2,800
-7% -$179K 0.75% 32
2022
Q1 		$2.64M Buy
41,387
+132
+0.3% +$7.96K 0.86% 26
2021
Q4 		$2.34M Buy
+41,255
New +$2.35M 0.73% 44

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 $3.37T AUM 44.26% 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

Monument Capital Management's DOW Position: Q4 2024 in Review

Monument Capital Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 3,954 shares — an estimated $216K sold.

Monument Capital Management first reported a position in DOW in Q4 2021 and held it in 12 quarters. The position peaked at $2.64M in Q1 2022. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Monument Capital Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Monument Capital Management sold 3,954 Dow Inc shares in Q4 2024, an estimated $216K.
  • Monument Capital Management first reported a position in Dow Inc in Q4 2021 and held it in 12 quarters.
  • Monument Capital Management's Dow Inc position peaked at $2.64M in Q1 2022.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Monument Capital Management's 13F filing for Q4 2024, filed 31 Jan 2025.