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Stolper & Co’s Dow Inc DOW Stock Holding History

Stolper & Co’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
-81,335
Closed -$4.44M – 89
2024
Q3 		$4.44M Hold
81,335
– – 1.45% 28
2024
Q2 		$4.32M Buy
81,335
+4,312
+6% +$246K 1.52% 28
2024
Q1 		$4.46M Buy
77,023
+460
+0.6% +$25.4K 1.61% 28
2023
Q4 		$4.2M Sell
76,563
-13,550
-15% -$692K 1.69% 26
2023
Q3 		$4.65M Buy
90,113
+265
+0.3% +$14.2K 2.01% 18
2023
Q2 		$4.79M Sell
89,848
-274
-0.3% -$14.6K 2.01% 20
2023
Q1 		$4.94M Sell
90,122
-3,646
-4% -$205K 2.12% 18
2022
Q4 		$4.72M Buy
93,768
+9,635
+11% +$471K 2.07% 20
2022
Q3 		$3.7M Buy
84,133
+1,057
+1% +$53.6K 1.82% 22
2022
Q2 		$4.29M Buy
83,076
+79
+0.1% +$5.06K 2.01% 17
2022
Q1 		$5.29M Buy
82,997
+10,270
+14% +$619K 2.24% 15
2021
Q4 		$4.13M Sell
72,727
-7,666
-10% -$437K 1.84% 22
2021
Q3 		$4.63M Sell
80,393
-562
-0.7% -$34.4K 2.21% 17
2021
Q2 		$5.12M Buy
80,955
+657
+0.8% +$43.4K 2.42% 15
2021
Q1 		$5.13M Buy
80,298
+35
+0% +$2.09K 2.64% 11
2020
Q4 		$4.46M Sell
80,263
-1,226
-2% -$63.3K 2.5% 12
2020
Q3 		$3.83M Sell
81,489
-913
-1% -$41K 2.48% 11
2020
Q2 		$3.36M Sell
82,402
-1,495
-2% -$54.7K 2.19% 14
2020
Q1 		$2.45M Buy
+83,897
New +$3.57M 1.76% 19

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stolper & Co's DOW Position: Q4 2024 in Review

Stolper & Co sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 81,335 shares — an estimated $4.44M sold.

Stolper & Co first reported a position in DOW in Q1 2020 and held it in 19 quarters. The position peaked at $5.29M in Q1 2022. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Stolper & Co reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Stolper & Co sold 81,335 Dow Inc shares in Q4 2024, an estimated $4.44M.
  • Stolper & Co first reported a position in Dow Inc in Q1 2020 and held it in 19 quarters.
  • Stolper & Co's Dow Inc position peaked at $5.29M in Q1 2022.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Stolper & Co's 13F filing for Q4 2024, filed 14 Jan 2025.