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Sterling Investment Advisors (Pennsylvania)’s Dow Inc DOW Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q3 		– Sell
-2,826
Closed -$146K – 225
2022
Q2 		$146K Buy
2,826
+4
+0.1% +$256 0.05% 151
2022
Q1 		$180K Buy
2,822
+4
+0.1% +$241 0.05% 148
2021
Q4 		$160K Buy
2,818
+5
+0.2% +$285 0.05% 159
2021
Q3 		$162K Sell
2,813
-26
-0.9% -$1.59K 0.05% 158
2021
Q2 		$180K Buy
2,839
+226
+9% +$14.9K 0.05% 152
2021
Q1 		$167K Buy
2,613
+8
+0.3% +$479 0.05% 148
2020
Q4 		$145K Sell
2,605
-229
-8% -$11.8K 0.05% 149
2020
Q3 		$133K Sell
2,834
-45
-2% -$2.02K 0.05% 142
2020
Q2 		$117K Sell
2,879
-25
-0.9% -$915 0.05% 151
2020
Q1 		$84K Buy
2,904
+1,245
+75% +$52.9K 0.04% 157
2019
Q4 		$90K Sell
1,659
-1,541
-48% -$79.6K 0.04% 158
2019
Q3 		$152K Sell
3,200
-14,907
-82% -$698K 0.08% 127
2019
Q2 		$893K Buy
+18,107
New +$956K 0.46% 62

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s DOW Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Dow Inc (DOW) in Q3 2022, closing a stake of 2,826 shares — an estimated $146K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in DOW in Q2 2019 and held it in 13 quarters. The position peaked at $893K in Q2 2019. 1,433 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Dow Inc position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 2,826 Dow Inc shares in Q3 2022, an estimated $146K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Dow Inc in Q2 2019 and held it in 13 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Dow Inc position peaked at $893K in Q2 2019.
  • 1,433 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.