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swisspartners’s Dow Inc DOW Stock Holding History

swisspartners’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
Q4 		$1.76M Hold
34,900
– – 2.24% 14
2022
Q3 		$1.53M Hold
34,900
– – 1.59% 16
2022
Q2 		$1.86M Buy
34,900
+1,600
+5% +$102K 1.78% 15
2022
Q1 		$2.12M Hold
33,300
– – 1.68% 16
2021
Q4 		$1.91M Buy
33,300
+9,300
+39% +$530K 1.36% 21
2021
Q3 		$1.38M Hold
24,000
– – 1.07% 28
2021
Q2 		$1.52M Buy
+24,000
New +$1.58M 1.08% 28

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

swisspartners's DOW Position: Q4 2022 in Review

swisspartners held its Dow Inc (DOW) position steady in Q4 2022 at 34,900 shares worth $1.76M. The position accounts for 2.24% of the portfolio, ranked #14.

swisspartners first reported a position in DOW in Q2 2021 and has held it in 7 quarters since. The position peaked at $2.12M in Q1 2022. 1,520 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

  • swisspartners held 34,900 shares of Dow Inc worth $1.76M as of Q4 2022.
  • swisspartners left its Dow Inc share count unchanged in Q4 2022.
  • Dow Inc made up 2.24% of swisspartners's portfolio in Q4 2022, its #14 holding.
  • swisspartners first reported a position in Dow Inc in Q2 2021 and has held it in 7 quarters since.
  • swisspartners's Dow Inc position peaked at $2.12M in Q1 2022.
  • 1,520 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

Based on swisspartners's 13F filing for Q4 2022, filed 14 Feb 2023.