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Naples Money Management’s Dow Inc DOW Stock Holding History

Naples Money 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
Q3 		$32K Sell
585
-150
-20% -$7.92K 0.03% 110
2024
Q2 		$38.7K Buy
735
+150
+26% +$8.57K 0.03% 97
2024
Q1 		$33.9K Hold
585
– – 0.03% 103
2023
Q4 		$32.1K Buy
+585
New +$29.9K 0.03% 107

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Naples Money Management's DOW Position: Q3 2024 in Review

Naples Money Management reduced its Dow Inc (DOW) stake by 20% in Q3 2024, selling an estimated $7.92K and leaving 585 shares worth $32K. The position accounts for 0.03% of the portfolio, ranked #110.

Naples Money Management first reported a position in DOW in Q4 2023 and has held it in 4 quarters since. The position peaked at $38.7K in Q2 2024. 1,492 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • Naples Money Management held 585 shares of Dow Inc worth $32K as of Q3 2024.
  • Naples Money Management sold 150 Dow Inc shares in Q3 2024, an estimated $7.92K.
  • Dow Inc made up 0.03% of Naples Money Management's portfolio in Q3 2024, its #110 holding.
  • Naples Money Management first reported a position in Dow Inc in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Dow Inc position peaked at $38.7K in Q2 2024.
  • 1,492 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.