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Rikoon Group’s Dow Inc DOW Stock Holding History

Rikoon 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
Q1 		$306K Buy
4,792
+1
+0% +$60 0.08% 191
2020
Q4 		$266K Buy
4,791
+2
+0% +$103 0.07% 198
2020
Q3 		$225K Sell
4,789
-138
-3% -$6.2K 0.07% 197
2020
Q2 		$201K Buy
+4,927
New +$180K 0.07% 204
2020
Q1 		– Sell
-5,666
Closed -$310K – 195
2019
Q4 		$310K Buy
5,666
+1
+0% +$52 0.11% 162
2019
Q3 		$270K Buy
5,665
+2
+0% +$94 0.1% 167
2019
Q2 		$279K Buy
+5,663
New +$299K 0.1% 169

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rikoon Group's DOW Position: Q1 2021 in Review

Rikoon Group increased its Dow Inc (DOW) stake by 0.02% in Q1 2021, buying an estimated $60 and bringing the position to 4,792 shares worth $306K. The position accounts for 0.08% of the portfolio, ranked #191.

Rikoon Group first reported a position in DOW in Q2 2019 and has held it in 7 quarters since. The position peaked at $310K in Q4 2019. 1,358 funds tracked by Wall St. Rank hold DOW as of Q1 2021.

  • Rikoon Group held 4,792 shares of Dow Inc worth $306K as of Q1 2021.
  • Rikoon Group bought 1 Dow Inc share in Q1 2021, an estimated $60.
  • Dow Inc made up 0.08% of Rikoon Group's portfolio in Q1 2021, its #191 holding.
  • Rikoon Group first reported a position in Dow Inc in Q2 2019 and has held it in 7 quarters since.
  • Rikoon Group's Dow Inc position peaked at $310K in Q4 2019.
  • 1,358 funds tracked by Wall St. Rank held Dow Inc as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.