SCM
DOW icon

Stevens Capital Management’s Dow Inc DOW Stock Holding History

Stevens Capital Management’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
2025
Q3 		– Sell
-7,680
Closed -$203K – 277
2025
Q2 		$203K Buy
+7,680
New +$223K 0.06% 224
2024
Q2 		– Sell
-29,406
Closed -$1.7M – 252
2024
Q1 		$1.7M Buy
+29,406
New +$1.63M 0.33% 73
2022
Q3 		– Sell
-11,731
Closed -$605K – 146
2022
Q2 		$605K Buy
+11,731
New +$751K 0.42% 38
2022
Q1 		– Sell
-18,710
Closed -$1.06M – 256
2021
Q4 		$1.06M Buy
18,710
+8,475
+83% +$483K 0.24% 100
2021
Q3 		$589K Buy
10,235
+3,823
+60% +$234K 0.25% 83
2021
Q2 		$406K Buy
+6,412
New +$423K 0.12% 137
2021
Q1 		– Sell
-14,114
Closed -$783K – 147
2020
Q4 		$783K Buy
+14,114
New +$729K 0.38% 50

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return