SCA
DOW icon

Sage Capital Advisors’s Dow Inc DOW Stock Holding History

Sage Capital Advisors’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
-121,878
Closed -$6.66M – 140
2024
Q3 		$6.66M Buy
121,878
+1,600
+1% +$84.5K 1.74% 16
2024
Q2 		$6.38M Buy
120,278
+21,356
+22% +$1.22M 1.83% 14
2024
Q1 		$5.73M Buy
98,922
+4,589
+5% +$254K 1.66% 20
2023
Q4 		$5.17M Buy
94,333
+858
+0.9% +$43.8K 1.67% 20
2023
Q3 		$4.82M Buy
93,475
+875
+0.9% +$47K 1.77% 17
2023
Q2 		$4.93M Buy
92,600
+1,110
+1% +$59K 1.73% 18
2023
Q1 		$5.02M Buy
91,490
+6,663
+8% +$375K 1.91% 16
2022
Q4 		$4.27M Buy
84,827
+28,911
+52% +$1.41M 1.89% 19
2022
Q3 		$2.46M Buy
+55,916
New +$2.83M 1.25% 27

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sage Capital Advisors's DOW Position: Q4 2024 in Review

Sage Capital Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 121,878 shares — an estimated $6.66M sold.

Sage Capital Advisors first reported a position in DOW in Q3 2022 and held it in 9 quarters. The position peaked at $6.66M in Q3 2024. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Sage Capital Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Sage Capital Advisors sold 121,878 Dow Inc shares in Q4 2024, an estimated $6.66M.
  • Sage Capital Advisors first reported a position in Dow Inc in Q3 2022 and held it in 9 quarters.
  • Sage Capital Advisors's Dow Inc position peaked at $6.66M in Q3 2024.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Sage Capital Advisors's 13F filing for Q4 2024, filed 10 Jan 2025.