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SIC
SFE Investment Counsel’s
Dow Inc
DOW
Stock Holding History
SFE Investment Counsel’s Portfolio
DOW Stock Details
DOW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-4,250
Closed
-$233K
–
119
2023
Q4
$233K
Sell
4,250
-1,900
-31%
-$97.1K
0.06%
110
2023
Q3
$317K
Hold
6,150
–
–
0.09%
106
2023
Q2
$328K
Hold
6,150
–
–
0.09%
105
2023
Q1
$331K
Hold
6,150
–
–
0.1%
102
2022
Q4
$348K
Hold
6,150
–
–
0.11%
103
2022
Q3
$270K
Buy
6,150
+1,350
+28%
+$68.4K
0.09%
110
2022
Q2
$248K
Sell
4,800
-2,300
-32%
-$147K
0.07%
111
2022
Q1
$452K
Buy
7,100
+1,240
+21%
+$74.8K
0.11%
101
2021
Q4
$332K
Buy
+5,860
New
+$334K
0.09%
108
Other funds holding DOW
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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