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Surevest’s Dow Inc DOW Stock Holding History

Surevest’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 		$8K Sell
176
-225
-56% -$11.4K ﹤0.01% 296
2022
Q2 		$21K Buy
401
+225
+128% +$14.4K 0.01% 258
2022
Q1 		$11K Hold
176
– – ﹤0.01% 275
2021
Q4 		$10K Buy
+176
New +$10K ﹤0.01% 282

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

Surevest's DOW Position: Q3 2022 in Review

Surevest reduced its Dow Inc (DOW) stake by 56% in Q3 2022, selling an estimated $11.4K and leaving 176 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Surevest first reported a position in DOW in Q4 2021 and has held it in 4 quarters since. The position peaked at $21K in Q2 2022. 1,432 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

  • Surevest held 176 shares of Dow Inc worth $8K as of Q3 2022.
  • Surevest sold 225 Dow Inc shares in Q3 2022, an estimated $11.4K.
  • Dow Inc made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #296 holding.
  • Surevest first reported a position in Dow Inc in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Dow Inc position peaked at $21K in Q2 2022.
  • 1,432 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.