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Sageworth Trust’s Dow Inc DOW Stock Holding History

Sageworth Trust’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
-5,500
Closed -$300K – 110
2024
Q3 		$300K Buy
+5,500
New +$290K 0.02% 90
2021
Q3 		– Sell
-41
Closed -$3K – 860
2021
Q2 		$3K Hold
41
– – ﹤0.01% 802
2021
Q1 		$3K Hold
41
– – ﹤0.01% 260
2020
Q4 		$2K Hold
41
– – ﹤0.01% 197
2020
Q3 		$2K Sell
41
-7
-15% -$314 ﹤0.01% 165
2020
Q2 		$2K Buy
48
+7
+17% +$256 ﹤0.01% 165
2020
Q1 		$1K Hold
41
– – ﹤0.01% 165
2019
Q4 		$2K Buy
+41
New +$2.12K ﹤0.01% 178

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 $3.38T AUM 44.17% 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

Sageworth Trust's DOW Position: Q4 2024 in Review

Sageworth Trust sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 5,500 shares — an estimated $300K sold.

Sageworth Trust first reported a position in DOW in Q4 2019 and held it in 8 quarters. The position peaked at $300K in Q3 2024. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Sageworth Trust reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Sageworth Trust sold 5,500 Dow Inc shares in Q4 2024, an estimated $300K.
  • Sageworth Trust first reported a position in Dow Inc in Q4 2019 and held it in 8 quarters.
  • Sageworth Trust's Dow Inc position peaked at $300K in Q3 2024.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Sageworth Trust's 13F filing for Q4 2024, filed 28 Jan 2025.