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Schwartz Investment Counsel’s Dow Inc DOW Stock Holding History

Schwartz Investment Counsel’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
2019
Q3 		– Sell
-14,897
Closed -$735K – 128
2019
Q2 		$735K Buy
+14,897
New +$786K 0.04% 105

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schwartz Investment Counsel's DOW Position: Q3 2019 in Review

Schwartz Investment Counsel sold out of Dow Inc (DOW) in Q3 2019, closing a stake of 14,897 shares — an estimated $735K sold.

Schwartz Investment Counsel first reported a position in DOW in Q2 2019 and held it in 1 quarter. The position peaked at $735K in Q2 2019. 1,203 funds tracked by Wall St. Rank hold DOW as of Q3 2019.

  • Schwartz Investment Counsel reported no remaining Dow Inc position as of Q3 2019 after selling out during the quarter.
  • Schwartz Investment Counsel sold 14,897 Dow Inc shares in Q3 2019, an estimated $735K.
  • Schwartz Investment Counsel first reported a position in Dow Inc in Q2 2019 and held it in 1 quarter.
  • Schwartz Investment Counsel's Dow Inc position peaked at $735K in Q2 2019.
  • 1,203 funds tracked by Wall St. Rank held Dow Inc as of Q3 2019.

Based on Schwartz Investment Counsel's 13F filing for Q3 2019, filed 29 Oct 2019.