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Peddock Capital Advisors’s Dow Inc DOW Stock Holding History

Peddock Capital Advisors’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
-3,838
Closed -$210K – 162
2024
Q3 		$210K Hold
3,838
– – 0.05% 155
2024
Q2 		$204K Buy
3,838
+100
+3% +$5.71K 0.05% 153
2024
Q1 		$217K Buy
+3,738
New +$207K 0.06% 151
2022
Q4 		– Sell
-11,223
Closed -$493K – 140
2022
Q3 		$493K Buy
11,223
+360
+3% +$18.3K 0.2% 107
2022
Q2 		$561K Buy
10,863
+578
+6% +$37K 0.22% 100
2022
Q1 		$655K Buy
+10,285
New +$620K 0.21% 102
2021
Q1 		– Sell
-507
Closed -$28K – 186
2020
Q4 		$28K Buy
+507
New +$26.2K 0.01% 198
2020
Q1 		– Sell
-549
Closed -$30K – 135
2019
Q4 		$30K Buy
+549
New +$28.4K 0.02% 184

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

Peddock Capital Advisors's DOW Position: Q4 2024 in Review

Peddock Capital Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 3,838 shares — an estimated $210K sold.

Peddock Capital Advisors first reported a position in DOW in Q4 2019 and held it in 8 quarters. The position peaked at $655K in Q1 2022. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Peddock Capital Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Peddock Capital Advisors sold 3,838 Dow Inc shares in Q4 2024, an estimated $210K.
  • Peddock Capital Advisors first reported a position in Dow Inc in Q4 2019 and held it in 8 quarters.
  • Peddock Capital Advisors's Dow Inc position peaked at $655K in Q1 2022.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Peddock Capital Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.