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STAR Financial Bank’s Dow Inc DOW Stock Holding History

STAR Financial Bank’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 		– Sell
-5,997
Closed -$328K – 115
2024
Q3 		$328K Sell
5,997
-1,141
-16% -$60.2K 0.22% 90
2024
Q2 		$379K Sell
7,138
-258
-3% -$14.7K 0.29% 82
2024
Q1 		$428K Sell
7,396
-75
-1% -$4.14K 0.37% 65
2023
Q4 		$410K Sell
7,471
-1,099
-13% -$56.1K 0.37% 65
2023
Q3 		$442K Sell
8,570
-529
-6% -$28.4K 0.45% 56
2023
Q2 		$485K Sell
9,099
-48
-0.5% -$2.55K 0.45% 54
2023
Q1 		$501K Sell
9,147
-180
-2% -$10.1K 0.49% 51
2022
Q4 		$470K Buy
+9,327
New +$456K 0.47% 54

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 $3.37T AUM 44.26% 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

STAR Financial Bank's DOW Position: Q4 2024 in Review

STAR Financial Bank sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 5,997 shares — an estimated $328K sold.

STAR Financial Bank first reported a position in DOW in Q4 2022 and held it in 8 quarters. The position peaked at $501K in Q1 2023. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • STAR Financial Bank reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • STAR Financial Bank sold 5,997 Dow Inc shares in Q4 2024, an estimated $328K.
  • STAR Financial Bank first reported a position in Dow Inc in Q4 2022 and held it in 8 quarters.
  • STAR Financial Bank's Dow Inc position peaked at $501K in Q1 2023.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on STAR Financial Bank's 13F filing for Q4 2024, filed 14 Feb 2025.