Pinnacle West Asset Management’s Dow Inc DOW Stock Holding History

Pinnacle West Asset 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
2024 Q4	–	Sell	-4,379	Closed	-$239K	–	115
2024 Q3	$239K	Buy	4,379 +57	+1%	+$3.01K	0.17%	107
2024 Q2	$229K	Buy	4,322 +9	+0.2%	+$514	0.18%	99
2024 Q1	$250K	Buy	4,313 +22	+0.5%	+$1.22K	0.2%	97
2023 Q4	$235K	Buy	4,291 +175	+4%	+$8.94K	0.2%	96
2023 Q3	$212K	Buy	4,116 +244	+6%	+$13.1K	0.21%	94
2023 Q2	$206K	Sell	3,872 -41	-1%	-$2.18K	0.2%	99
2023 Q1	$215K	Buy	+3,913	New	+$220K	0.22%	97

Other funds holding DOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pinnacle West Asset Management's DOW Position: Q4 2024 in Review

Pinnacle West Asset Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,379 shares — an estimated $239K sold.

Pinnacle West Asset Management first reported a position in DOW in Q1 2023 and held it in 7 quarters. The position peaked at $250K in Q1 2024. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

Pinnacle West Asset Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
Pinnacle West Asset Management sold 4,379 Dow Inc shares in Q4 2024, an estimated $239K.
Pinnacle West Asset Management first reported a position in Dow Inc in Q1 2023 and held it in 7 quarters.
Pinnacle West Asset Management's Dow Inc position peaked at $250K in Q1 2024.
1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Pinnacle West Asset Management's 13F filing for Q4 2024, filed 4 Feb 2025.