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Newman Dignan & Sheerar Inc’s Dow Inc DOW Stock Holding History

Newman Dignan & Sheerar Inc’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
-4,455
Closed -$223K – 186
2024
Q3 		$223K Buy
+4,455
New +$235K 0.05% 168
2024
Q1 		– Sell
-4,752
Closed -$261K – 176
2023
Q4 		$261K Buy
+4,752
New +$243K 0.08% 145
2023
Q3 		– Sell
-4,751
Closed -$253K – 171
2023
Q2 		$253K Sell
4,751
-399
-8% -$21.2K 0.08% 157
2023
Q1 		$282K Hold
5,150
– – 0.09% 153
2022
Q4 		$259K Buy
5,150
+1
+0% +$49 0.09% 159
2022
Q3 		$226K Sell
5,149
-131
-2% -$6.64K 0.04% 163
2022
Q2 		$273K Buy
5,280
+132
+3% +$8.45K 0.09% 157
2022
Q1 		$328K Buy
5,148
+474
+10% +$28.6K 0.06% 137
2021
Q4 		$265K Hold
4,674
– – 0.08% 168
2021
Q3 		$269K Hold
4,674
– – 0.08% 160
2021
Q2 		$296K Sell
4,674
-50
-1% -$3.3K 0.1% 149
2021
Q1 		$302K Buy
+4,724
New +$283K 0.11% 141
2020
Q4 		– Sell
-4,795
Closed -$226K – 169
2020
Q3 		$226K Buy
+4,795
New +$215K 0.09% 150
2020
Q1 		– Sell
-5,191
Closed -$284K – 141
2019
Q4 		$284K Buy
+5,191
New +$268K 0.03% 135
2019
Q3 		– Sell
-6,110
Closed -$301K – 151
2019
Q2 		$301K Buy
+6,110
New +$323K 0.14% 133

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

Newman Dignan & Sheerar Inc's DOW Position: Q4 2024 in Review

Newman Dignan & Sheerar Inc sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,455 shares — an estimated $223K sold.

Newman Dignan & Sheerar Inc first reported a position in DOW in Q2 2019 and held it in 15 quarters. The position peaked at $328K in Q1 2022. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Newman Dignan & Sheerar Inc reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 4,455 Dow Inc shares in Q4 2024, an estimated $223K.
  • Newman Dignan & Sheerar Inc first reported a position in Dow Inc in Q2 2019 and held it in 15 quarters.
  • Newman Dignan & Sheerar Inc's Dow Inc position peaked at $328K in Q1 2022.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q4 2024, filed 30 Jan 2025.