Retirement Group’s Dow Inc DOW Stock Holding History

Retirement 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
2024 Q1	$76.5K	Buy	1,321 +133	+11%	+$7.35K	0.03%	188
2023 Q4	$65.1K	Hold	1,188	–	–	0.03%	192
2023 Q3	$61.2K	Hold	1,188	–	–	0.03%	182
2023 Q2	$63.3K	Hold	1,188	–	–	0.03%	175
2023 Q1	$65K	Hold	1,188	–	–	0.03%	171
2022 Q4	$60K	Buy	1,188 +983	+480%	+$48K	0.03%	167
2022 Q3	$9K	Sell	205 -1,882	-90%	-$95.4K	0.01%	259
2022 Q2	$108K	Buy	2,087 +917	+78%	+$58.7K	0.04%	145
2022 Q1	$75K	Buy	1,170 +941	+411%	+$56.8K	0.03%	192
2021 Q4	$13K	Hold	229	–	–	0.01%	389
2021 Q3	$13K	Hold	229	–	–	0.01%	359
2021 Q2	$14K	Hold	229	–	–	0.01%	367
2021 Q1	$15K	Sell	229 -70	-23%	-$4.19K	0.01%	424
2020 Q4	$16K	Hold	299	–	–	0.01%	377
2020 Q3	$14K	Buy	299 +1	+0.3%	+$45	0.01%	368
2020 Q2	$12K	Buy	+298	New	+$10.9K	0.01%	368
2019 Q4	$8K	Buy	+143	New	+$7.39K	0.01%	400

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Retirement Group's DOW Position: Q1 2024 in Review

Retirement Group increased its Dow Inc (DOW) stake by 11% in Q1 2024, buying an estimated $7.35K and bringing the position to 1,321 shares worth $76.5K. The position accounts for 0.03% of the portfolio, ranked #188.

Retirement Group first reported a position in DOW in Q4 2019 and has held it in 17 quarters since. The position peaked at $108K in Q2 2022. 1,611 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

Retirement Group held 1,321 shares of Dow Inc worth $76.5K as of Q1 2024.
Retirement Group bought 133 Dow Inc shares in Q1 2024, an estimated $7.35K.
Dow Inc made up 0.03% of Retirement Group's portfolio in Q1 2024, its #188 holding.
Retirement Group first reported a position in Dow Inc in Q4 2019 and has held it in 17 quarters since.
Retirement Group's Dow Inc position peaked at $108K in Q2 2022.
1,611 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.