SSF
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Southern Style Financial’s Dow Inc DOW Stock Holding History

Southern Style Financial’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
2024
Q4 		$2.05M Buy
+51,115
New +$2.38M 1.66% 12

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Southern Style Financial's DOW Position: Q4 2024 in Review

Southern Style Financial opened a new position in Dow Inc (DOW) in Q4 2024: 51,115 shares worth $2.05M. The stake represents 1.66% of the portfolio and ranks #12 among its holdings.

1,423 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Southern Style Financial held 51,115 shares of Dow Inc worth $2.05M as of Q4 2024.
  • Dow Inc was a new Southern Style Financial position in Q4 2024.
  • Dow Inc made up 1.66% of Southern Style Financial's portfolio in Q4 2024, its #12 holding.
  • 1,423 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Southern Style Financial's 13F filing for Q4 2024, filed 23 Jan 2025.