Sage Financial Group’s Dow Inc DOW Stock Holding History

Sage Financial 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
2022 Q2	–	Sell	-187	Closed	-$12K	–	100
2022 Q1	$12K	Hold	187	–	–	﹤0.01%	71
2021 Q4	$11K	Hold	187	–	–	﹤0.01%	71
2021 Q3	$11K	Hold	187	–	–	﹤0.01%	67
2021 Q2	$12K	Hold	187	–	–	﹤0.01%	66
2021 Q1	$12K	Hold	187	–	–	﹤0.01%	63
2020 Q4	$10K	Hold	187	–	–	﹤0.01%	65
2020 Q3	$9K	Hold	187	–	–	﹤0.01%	63
2020 Q2	$8K	Hold	187	–	–	﹤0.01%	65
2020 Q1	$5K	Hold	187	–	–	﹤0.01%	64
2019 Q4	$10K	Hold	187	–	–	﹤0.01%	62
2019 Q3	$9K	Hold	187	–	–	﹤0.01%	61
2019 Q2	$9K	Buy	+187	New	+$9.87K	﹤0.01%	68

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sage Financial Group's DOW Position: Q2 2022 in Review

Sage Financial Group sold out of Dow Inc (DOW) in Q2 2022, closing a stake of 187 shares — an estimated $12K sold.

Sage Financial Group first reported a position in DOW in Q2 2019 and held it in 12 quarters. The position peaked at $12K in Q1 2022. 1,537 funds tracked by Wall St. Rank hold DOW as of Q2 2022.

Sage Financial Group reported no remaining Dow Inc position as of Q2 2022 after selling out during the quarter.
Sage Financial Group sold 187 Dow Inc shares in Q2 2022, an estimated $12K.
Sage Financial Group first reported a position in Dow Inc in Q2 2019 and held it in 12 quarters.
Sage Financial Group's Dow Inc position peaked at $12K in Q1 2022.
1,537 funds tracked by Wall St. Rank held Dow Inc as of Q2 2022.

Based on Sage Financial Group's 13F filing for Q2 2022, filed 25 Jul 2022.