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Perpetual Investment Management’s Dow Inc DOW Stock Holding History

Perpetual Investment 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
2022
Q4 		$674K Buy
13,379
+3,292
+33% +$161K 0.08% 134
2022
Q3 		$443K Hold
10,087
– – 0.06% 157
2022
Q2 		$521K Buy
+10,087
New +$646K 0.08% 151

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Perpetual Investment Management's DOW Position: Q4 2022 in Review

Perpetual Investment Management increased its Dow Inc (DOW) stake by 33% in Q4 2022, buying an estimated $161K and bringing the position to 13,379 shares worth $674K. The position accounts for 0.08% of the portfolio, ranked #134.

Perpetual Investment Management first reported a position in DOW in Q2 2022 and has held it in 3 quarters since. 1,521 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

  • Perpetual Investment Management held 13,379 shares of Dow Inc worth $674K as of Q4 2022.
  • Perpetual Investment Management bought 3,292 Dow Inc shares in Q4 2022, an estimated $161K.
  • Dow Inc made up 0.08% of Perpetual Investment Management's portfolio in Q4 2022, its #134 holding.
  • Perpetual Investment Management first reported a position in Dow Inc in Q2 2022 and has held it in 3 quarters since.
  • 1,521 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.