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Sonora Investment Management’s Dow Inc DOW Stock Holding History

Sonora Investment 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
Q3 		$166K Buy
2,881
+85
+3% +$5.2K 0.02% 224
2021
Q2 		$177K Buy
+2,796
New +$185K 0.02% 205

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sonora Investment Management's DOW Position: Q3 2021 in Review

Sonora Investment Management increased its Dow Inc (DOW) stake by 3% in Q3 2021, buying an estimated $5.2K and bringing the position to 2,881 shares worth $166K. The position accounts for 0.02% of the portfolio, ranked #224.

Sonora Investment Management first reported a position in DOW in Q2 2021 and has held it in 2 quarters since. The position peaked at $177K in Q2 2021. 1,385 funds tracked by Wall St. Rank hold DOW as of Q3 2021.

  • Sonora Investment Management held 2,881 shares of Dow Inc worth $166K as of Q3 2021.
  • Sonora Investment Management bought 85 Dow Inc shares in Q3 2021, an estimated $5.2K.
  • Dow Inc made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #224 holding.
  • Sonora Investment Management first reported a position in Dow Inc in Q2 2021 and has held it in 2 quarters since.
  • Sonora Investment Management's Dow Inc position peaked at $177K in Q2 2021.
  • 1,385 funds tracked by Wall St. Rank held Dow Inc as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.