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SevenBridge Financial Group’s Dow Inc DOW Stock Holding History

SevenBridge 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
2023
Q2 		– Sell
-4,759
Closed -$261K – 178
2023
Q1 		$261K Sell
4,759
-100
-2% -$5.63K 0.07% 156
2022
Q4 		$245K Sell
4,859
-106
-2% -$5.18K 0.07% 163
2022
Q3 		$218K Sell
4,965
-46
-0.9% -$2.33K 0.07% 161
2022
Q2 		$259K Buy
5,011
+100
+2% +$6.4K 0.1% 122
2022
Q1 		$313K Buy
+4,911
New +$296K 0.11% 124
2020
Q1 		– Sell
-5,118
Closed -$280K – 136
2019
Q4 		$280K Sell
5,118
-229
-4% -$11.8K 0.07% 126
2019
Q3 		$255K Buy
5,347
+43
+0.8% +$2.01K 0.13% 116
2019
Q2 		$262K Buy
+5,304
New +$280K 0.09% 127

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SevenBridge Financial Group's DOW Position: Q2 2023 in Review

SevenBridge Financial Group sold out of Dow Inc (DOW) in Q2 2023, closing a stake of 4,759 shares — an estimated $261K sold.

SevenBridge Financial Group first reported a position in DOW in Q2 2019 and held it in 8 quarters. The position peaked at $313K in Q1 2022. 1,512 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

  • SevenBridge Financial Group reported no remaining Dow Inc position as of Q2 2023 after selling out during the quarter.
  • SevenBridge Financial Group sold 4,759 Dow Inc shares in Q2 2023, an estimated $261K.
  • SevenBridge Financial Group first reported a position in Dow Inc in Q2 2019 and held it in 8 quarters.
  • SevenBridge Financial Group's Dow Inc position peaked at $313K in Q1 2022.
  • 1,512 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on SevenBridge Financial Group's 13F filing for Q2 2023, filed 26 Jul 2023.