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Sage Financial Management Group’s Dow Inc DOW Stock Holding History

Sage Financial Management 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
Q2 		– Sell
-1,991
Closed -$127K – 50
2021
Q1 		$127K Buy
+1,991
New +$119K 0.1% 36

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Sage Financial Management Group's DOW Position: Q2 2021 in Review

Sage Financial Management Group sold out of Dow Inc (DOW) in Q2 2021, closing a stake of 1,991 shares — an estimated $127K sold.

Sage Financial Management Group first reported a position in DOW in Q1 2021 and held it in 1 quarter. The position peaked at $127K in Q1 2021. 1,402 funds tracked by Wall St. Rank hold DOW as of Q2 2021.

  • Sage Financial Management Group reported no remaining Dow Inc position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 1,991 Dow Inc shares in Q2 2021, an estimated $127K.
  • Sage Financial Management Group first reported a position in Dow Inc in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Dow Inc position peaked at $127K in Q1 2021.
  • 1,402 funds tracked by Wall St. Rank held Dow Inc as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.