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Stamos Capital Partners’s Dow Inc DOW Stock Holding History

Stamos Capital Partners’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
2023
Q4 		– Sell
-61,550
Closed -$3.17M – 123
2023
Q3 		$3.17M Hold
61,550
– – 0.71% 41
2023
Q2 		$3.28M Buy
61,550
+3,620
+6% +$192K 0.77% 38
2023
Q1 		$3.18M Buy
57,930
+4,680
+9% +$263K 0.82% 33
2022
Q4 		$2.68M Sell
53,250
-4,190
-7% -$205K 0.85% 40
2022
Q3 		$2.52M Buy
+57,440
New +$2.91M 0.64% 44

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stamos Capital Partners's DOW Position: Q4 2023 in Review

Stamos Capital Partners sold out of Dow Inc (DOW) in Q4 2023, closing a stake of 61,550 shares — an estimated $3.17M sold.

Stamos Capital Partners first reported a position in DOW in Q3 2022 and held it in 5 quarters. The position peaked at $3.28M in Q2 2023. 1,596 funds tracked by Wall St. Rank hold DOW as of Q4 2023.

  • Stamos Capital Partners reported no remaining Dow Inc position as of Q4 2023 after selling out during the quarter.
  • Stamos Capital Partners sold 61,550 Dow Inc shares in Q4 2023, an estimated $3.17M.
  • Stamos Capital Partners first reported a position in Dow Inc in Q3 2022 and held it in 5 quarters.
  • Stamos Capital Partners's Dow Inc position peaked at $3.28M in Q2 2023.
  • 1,596 funds tracked by Wall St. Rank held Dow Inc as of Q4 2023.

Based on Stamos Capital Partners's 13F filing for Q4 2023, filed 13 Feb 2024.