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SpiderRock Advisors’s Dow Inc DOW Stock Holding History

SpiderRock Advisors’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
Q3 		$3.22M Buy
58,866
+783
+1% +$41.3K 0.05% 229
2024
Q2 		$3.08M Sell
58,083
-327
-0.6% -$18.7K 0.06% 207
2024
Q1 		$3.31M Buy
+58,410
New +$3.23M 0.08% 191

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SpiderRock Advisors's DOW Position: Q3 2024 in Review

SpiderRock Advisors increased its Dow Inc (DOW) stake by 1.3% in Q3 2024, buying an estimated $41.3K and bringing the position to 58,866 shares worth $3.22M. The position accounts for 0.05% of the portfolio, ranked #229.

SpiderRock Advisors first reported a position in DOW in Q1 2024 and has held it in 3 quarters since. The position peaked at $3.31M in Q1 2024. 1,492 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • SpiderRock Advisors held 58,866 shares of Dow Inc worth $3.22M as of Q3 2024.
  • SpiderRock Advisors bought 783 Dow Inc shares in Q3 2024, an estimated $41.3K.
  • Dow Inc made up 0.05% of SpiderRock Advisors's portfolio in Q3 2024, its #229 holding.
  • SpiderRock Advisors first reported a position in Dow Inc in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Dow Inc position peaked at $3.31M in Q1 2024.
  • 1,492 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.