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Spotlight Asset Group’s Dow Inc DOW Stock Holding History

Spotlight Asset Group’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
Q2 		$13.3K Hold
250
– – 0.01% 183
2024
Q1 		$14.5K Hold
250
– – 0.01% 186
2023
Q4 		$12.9K Hold
250
– – 0.01% 186
2023
Q3 		$12.9K Hold
250
– – 0.01% 186
2023
Q2 		$13.3K Buy
+250
New +$13.3K 0.01% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Spotlight Asset Group's DOW Position: Q2 2024 in Review

Spotlight Asset Group held its Dow Inc (DOW) position steady in Q2 2024 at 250 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #183.

Spotlight Asset Group first reported a position in DOW in Q2 2023 and has held it in 5 quarters since. The position peaked at $14.5K in Q1 2024. 1,546 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

  • Spotlight Asset Group held 250 shares of Dow Inc worth $13.3K as of Q2 2024.
  • Spotlight Asset Group left its Dow Inc share count unchanged in Q2 2024.
  • Dow Inc made up 0.01% of Spotlight Asset Group's portfolio in Q2 2024, its #183 holding.
  • Spotlight Asset Group first reported a position in Dow Inc in Q2 2023 and has held it in 5 quarters since.
  • Spotlight Asset Group's Dow Inc position peaked at $14.5K in Q1 2024.
  • 1,546 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.