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Sugarloaf Wealth Management’s Dow Inc DOW Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$8.03K Sell
200
-72
-26% -$3.36K ﹤0.01% 527
2024
Q3 		$14.9K Buy
272
+1
+0.4% +$53 ﹤0.01% 454
2024
Q2 		$14.4K Sell
271
-354
-57% -$20.2K ﹤0.01% 444
2024
Q1 		$36.2K Sell
625
-1,293
-67% -$71.5K 0.01% 329
2023
Q4 		$105K Sell
1,918
-806
-30% -$41.2K 0.03% 213
2023
Q3 		$140K Buy
2,724
+2,048
+303% +$110K 0.04% 179
2023
Q2 		$36K Sell
676
-164
-20% -$8.72K 0.01% 328
2023
Q1 		$46.1K Sell
840
-1,003
-54% -$56.4K 0.01% 303
2022
Q4 		$92.9K Sell
1,843
-245
-12% -$12K 0.02% 203
2022
Q3 		$92K Buy
2,088
+420
+25% +$21.3K 0.02% 203
2022
Q2 		$86K Buy
1,668
+641
+62% +$41.1K 0.02% 209
2022
Q1 		$65K Buy
1,027
+3
+0.3% +$181 0.02% 242
2021
Q4 		$58K Buy
1,024
+103
+11% +$5.87K 0.01% 270
2021
Q3 		$53K Sell
921
-211
-19% -$12.9K 0.01% 257
2021
Q2 		$72K Buy
1,132
+3
+0.3% +$198 0.02% 225
2021
Q1 		$72 Buy
1,129
+2
+0.2% +$120 0.02% 225
2020
Q4 		$63K Buy
1,127
+3
+0.3% +$155 0.02% 229
2020
Q3 		$53K Sell
1,124
-127
-10% -$5.7K 0.02% 231
2020
Q2 		$51K Buy
1,251
+5
+0.4% +$183 0.02% 230
2020
Q1 		$36K Buy
1,246
+65
+6% +$2.76K 0.02% 254
2019
Q4 		$65K Buy
+1,181
New +$61K 0.03% 224

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

Sugarloaf Wealth Management's DOW Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Dow Inc (DOW) stake by 26% in Q4 2024, selling an estimated $3.36K and leaving 200 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Sugarloaf Wealth Management first reported a position in DOW in Q4 2019 and has held it in 21 quarters since. The position peaked at $140K in Q3 2023. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Sugarloaf Wealth Management held 200 shares of Dow Inc worth $8.03K as of Q4 2024.
  • Sugarloaf Wealth Management sold 72 Dow Inc shares in Q4 2024, an estimated $3.36K.
  • Dow Inc made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #527 holding.
  • Sugarloaf Wealth Management first reported a position in Dow Inc in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Dow Inc position peaked at $140K in Q3 2023.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.