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Steward Financial Group’s Dow Inc DOW Stock Holding History

Steward Financial 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
2023
Q3 		$46K Sell
895
-3
-0.3% -$161 0.01% 154
2023
Q2 		$47K Buy
+898
New +$47.7K 0.02% 148
2022
Q3 		– Sell
-734
Closed -$37K – 429
2022
Q2 		$37K Buy
734
+207
+39% +$13.3K 0.03% 115
2022
Q1 		$33K Hold
527
– – 0.03% 115
2021
Q4 		$29K Buy
+527
New +$30K 0.03% 105

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Financial Group's DOW Position: Q3 2023 in Review

Steward Financial Group reduced its Dow Inc (DOW) stake by 0.33% in Q3 2023, selling an estimated $161 and leaving 895 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #154.

Steward Financial Group first reported a position in DOW in Q4 2021 and has held it in 5 quarters since. The position peaked at $47K in Q2 2023. 1,503 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

  • Steward Financial Group held 895 shares of Dow Inc worth $46K as of Q3 2023.
  • Steward Financial Group sold 3 Dow Inc shares in Q3 2023, an estimated $161.
  • Dow Inc made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #154 holding.
  • Steward Financial Group first reported a position in Dow Inc in Q4 2021 and has held it in 5 quarters since.
  • Steward Financial Group's Dow Inc position peaked at $47K in Q2 2023.
  • 1,503 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.