SCFS
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S.C. Financial Services’s Dow Inc DOW Stock Holding History

S.C. Financial Services’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 		$331K Buy
6,562
+613
+10% +$29.9K 0.51% 67
2022
Q3 		$261K Buy
5,949
+652
+12% +$33.1K 0.41% 87
2022
Q2 		$273K Buy
5,297
+1,123
+27% +$71.9K 0.42% 83
2022
Q1 		$266K Buy
4,174
+174
+4% +$10.5K 0.34% 90
2021
Q4 		$240K Buy
+4,000
New +$228K 0.28% 108

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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

S.C. Financial Services's DOW Position: Q4 2022 in Review

S.C. Financial Services increased its Dow Inc (DOW) stake by 10% in Q4 2022, buying an estimated $29.9K and bringing the position to 6,562 shares worth $331K. The position accounts for 0.51% of the portfolio, ranked #67.

S.C. Financial Services first reported a position in DOW in Q4 2021 and has held it in 5 quarters since. 1,520 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

  • S.C. Financial Services held 6,562 shares of Dow Inc worth $331K as of Q4 2022.
  • S.C. Financial Services bought 613 Dow Inc shares in Q4 2022, an estimated $29.9K.
  • Dow Inc made up 0.51% of S.C. Financial Services's portfolio in Q4 2022, its #67 holding.
  • S.C. Financial Services first reported a position in Dow Inc in Q4 2021 and has held it in 5 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.