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Shulman DeMeo Asset Management’s Dow Inc DOW Stock Holding History

Shulman DeMeo Asset Management’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
-6,221
Closed -$398K – 81
2021
Q1 		$398K Sell
6,221
-1,453
-19% -$87K 0.11% 84
2020
Q4 		$426K Buy
7,674
+1,914
+33% +$98.8K 0.12% 82
2020
Q3 		$271K Buy
+5,760
New +$259K 0.09% 90

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 $846B AUM 46.74% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Shulman DeMeo Asset Management's DOW Position: Q2 2021 in Review

Shulman DeMeo Asset Management sold out of Dow Inc (DOW) in Q2 2021, closing a stake of 6,221 shares — an estimated $398K sold.

Shulman DeMeo Asset Management first reported a position in DOW in Q3 2020 and held it in 3 quarters. The position peaked at $426K in Q4 2020. 1,404 funds tracked by Wall St. Rank hold DOW as of Q2 2021.

  • Shulman DeMeo Asset Management reported no remaining Dow Inc position as of Q2 2021 after selling out during the quarter.
  • Shulman DeMeo Asset Management sold 6,221 Dow Inc shares in Q2 2021, an estimated $398K.
  • Shulman DeMeo Asset Management first reported a position in Dow Inc in Q3 2020 and held it in 3 quarters.
  • Shulman DeMeo Asset Management's Dow Inc position peaked at $426K in Q4 2020.
  • 1,404 funds tracked by Wall St. Rank held Dow Inc as of Q2 2021.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2021, filed 21 Jul 2021.