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Parsec Financial Management’s Dow Inc DOW Stock Holding History

Parsec Financial 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
2023
Q1 		$212K Sell
3,863
-1,776
-31% -$99.9K 0.01% 281
2022
Q4 		$284K Buy
+5,639
New +$275K 0.01% 257
2022
Q3 		– Sell
-4,169
Closed -$215K – 276
2022
Q2 		$215K Hold
4,169
– – 0.01% 270
2022
Q1 		$266K Buy
4,169
+100
+2% +$6.03K 0.01% 264
2021
Q4 		$231K Buy
+4,069
New +$232K 0.01% 272

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parsec Financial Management's DOW Position: Q1 2023 in Review

Parsec Financial Management reduced its Dow Inc (DOW) stake by 31% in Q1 2023, selling an estimated $99.9K and leaving 3,863 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #281.

Parsec Financial Management first reported a position in DOW in Q4 2021 and has held it in 5 quarters since. The position peaked at $284K in Q4 2022. 1,539 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

  • Parsec Financial Management held 3,863 shares of Dow Inc worth $212K as of Q1 2023.
  • Parsec Financial Management sold 1,776 Dow Inc shares in Q1 2023, an estimated $99.9K.
  • Dow Inc made up 0.01% of Parsec Financial Management's portfolio in Q1 2023, its #281 holding.
  • Parsec Financial Management first reported a position in Dow Inc in Q4 2021 and has held it in 5 quarters since.
  • Parsec Financial Management's Dow Inc position peaked at $284K in Q4 2022.
  • 1,539 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.