Princeton Portfolio Strategies Group’s Dow Inc DOW Stock Holding History

Princeton Portfolio Strategies 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
2021 Q2	$1.31M	Sell	20,772 -3,161	-13%	-$209K	0.25%	77
2021 Q1	$1.53M	Hold	23,933	–	–	0.3%	81
2020 Q4	$1.33M	Sell	23,933 -85	-0.4%	-$4.39K	0.26%	83
2020 Q3	$1.13M	Sell	24,018 -366	-2%	-$16.4K	0.25%	84
2020 Q2	$994K	Sell	24,384 -356	-1%	-$13K	0.24%	85
2020 Q1	$723K	Buy	24,740 +580	+2%	+$24.7K	0.21%	89
2019 Q4	$1.32M	Buy	24,160 +2,800	+13%	+$145K	0.31%	77
2019 Q3	$1.02M	Buy	21,360 +7,290	+52%	+$341K	0.25%	80
2019 Q2	$694K	Buy	+14,070	New	+$743K	0.18%	103

Other funds holding DOW

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Princeton Portfolio Strategies Group's DOW Position: Q2 2021 in Review

Princeton Portfolio Strategies Group reduced its Dow Inc (DOW) stake by 13% in Q2 2021, selling an estimated $209K and leaving 20,772 shares worth $1.31M. The position accounts for 0.25% of the portfolio, ranked #77.

Princeton Portfolio Strategies Group first reported a position in DOW in Q2 2019 and has held it in 9 quarters since. The position peaked at $1.53M in Q1 2021. 1,402 funds tracked by Wall St. Rank hold DOW as of Q2 2021.

Princeton Portfolio Strategies Group held 20,772 shares of Dow Inc worth $1.31M as of Q2 2021.
Princeton Portfolio Strategies Group sold 3,161 Dow Inc shares in Q2 2021, an estimated $209K.
Dow Inc made up 0.25% of Princeton Portfolio Strategies Group's portfolio in Q2 2021, its #77 holding.
Princeton Portfolio Strategies Group first reported a position in Dow Inc in Q2 2019 and has held it in 9 quarters since.
Princeton Portfolio Strategies Group's Dow Inc position peaked at $1.53M in Q1 2021.
1,402 funds tracked by Wall St. Rank held Dow Inc as of Q2 2021.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.