Patriot Investment Management Group’s Dow Inc DOW Stock Holding History

Patriot Investment Management Group’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 Q3	–	Sell	-4,663	Closed	-$248K	–	230
2023 Q2	$248K	Hold	4,663	–	–	0.02%	220
2023 Q1	$256K	Hold	4,663	–	–	0.02%	217
2022 Q4	$275K	Sell	4,663 -2,575	-36%	-$126K	0.02%	215
2022 Q3	$317K	Hold	7,238	–	–	0.03%	193
2022 Q2	$373K	Buy	7,238 +1,295	+22%	+$82.9K	0.04%	183
2022 Q1	$378K	Buy	5,943 +881	+17%	+$53.1K	0.03%	197
2021 Q4	$287K	Hold	5,062	–	–	0.02%	222
2021 Q3	$291K	Sell	5,062 -94	-2%	-$5.75K	0.03%	213
2021 Q2	$326K	Hold	5,156	–	–	0.03%	202
2021 Q1	$329K	Buy	5,156 +68	+1%	+$4.07K	0.03%	192
2020 Q4	$282K	Sell	5,088 -44	-0.9%	-$2.27K	0.04%	158
2020 Q3	$241K	Sell	5,132 -170	-3%	-$7.63K	0.03%	200
2020 Q2	$216K	Buy	+5,302	New	+$194K	0.03%	206

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Investment Management Group's DOW Position: Q3 2023 in Review

Patriot Investment Management Group sold out of Dow Inc (DOW) in Q3 2023, closing a stake of 4,663 shares — an estimated $248K sold.

Patriot Investment Management Group first reported a position in DOW in Q2 2020 and held it in 13 quarters. The position peaked at $378K in Q1 2022. 1,503 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

Patriot Investment Management Group reported no remaining Dow Inc position as of Q3 2023 after selling out during the quarter.
Patriot Investment Management Group sold 4,663 Dow Inc shares in Q3 2023, an estimated $248K.
Patriot Investment Management Group first reported a position in Dow Inc in Q2 2020 and held it in 13 quarters.
Patriot Investment Management Group's Dow Inc position peaked at $378K in Q1 2022.
1,503 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on Patriot Investment Management Group's 13F filing for Q3 2023, filed 17 Oct 2023.