OWD
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Osborn Williams & Donohoe’s Dow Inc DOW Stock Holding History

Osborn Williams & Donohoe’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
2020
Q1 		$721K Sell
24,669
-3,250
-12% -$138K 0.09% 161
2019
Q4 		$1.53M Sell
27,919
-1,051
-4% -$54.3K 0.15% 135
2019
Q3 		$1.38M Buy
28,970
+3,232
+13% +$151K 0.14% 150
2019
Q2 		$1.27M Buy
+25,738
New +$1.36M 0.13% 157

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osborn Williams & Donohoe's DOW Position: Q1 2020 in Review

Osborn Williams & Donohoe reduced its Dow Inc (DOW) stake by 12% in Q1 2020, selling an estimated $138K and leaving 24,669 shares worth $721K. The position accounts for 0.09% of the portfolio, ranked #161.

Osborn Williams & Donohoe first reported a position in DOW in Q2 2019 and has held it in 4 quarters since. The position peaked at $1.53M in Q4 2019. 1,083 funds tracked by Wall St. Rank hold DOW as of Q1 2020.

  • Osborn Williams & Donohoe held 24,669 shares of Dow Inc worth $721K as of Q1 2020.
  • Osborn Williams & Donohoe sold 3,250 Dow Inc shares in Q1 2020, an estimated $138K.
  • Dow Inc made up 0.09% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #161 holding.
  • Osborn Williams & Donohoe first reported a position in Dow Inc in Q2 2019 and has held it in 4 quarters since.
  • Osborn Williams & Donohoe's Dow Inc position peaked at $1.53M in Q4 2019.
  • 1,083 funds tracked by Wall St. Rank held Dow Inc as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.