Symmetry Partners’s Dow Inc DOW Stock Holding History

Symmetry Partners’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 Q3	–	Sell	-7,977	Closed	-$423K	–	211
2024 Q2	$423K	Hold	7,977	–	–	0.02%	323
2024 Q1	$462K	Hold	7,977	–	–	0.04%	316
2023 Q4	$441K	Sell	7,977 -6,261	-44%	-$320K	0.02%	314
2023 Q3	$734K	Sell	14,238 -865	-6%	-$46.4K	0.04%	225
2023 Q2	$804K	Sell	15,103 -729	-5%	-$38.7K	0.04%	222
2023 Q1	$868K	Buy	15,832 +729	+5%	+$41K	0.05%	203
2022 Q4	$761K	Hold	15,103	–	–	0.05%	222
2022 Q3	$663K	Hold	15,103	–	–	0.04%	239
2022 Q2	$779K	Buy	15,103 +608	+4%	+$38.9K	0.05%	219
2022 Q1	$924K	Hold	14,495	–	–	0.06%	211
2021 Q4	$822K	Buy	14,495 +257	+2%	+$14.7K	0.05%	258
2021 Q3	$841K	Hold	14,238	–	–	0.06%	266
2021 Q2	$901K	Hold	14,238	–	–	0.06%	253
2021 Q1	$910K	Buy	14,238 +118	+0.8%	+$7.06K	0.07%	223
2020 Q4	$784K	Buy	14,120 +29	+0.2%	+$1.5K	0.06%	245
2020 Q3	$663K	Buy	+14,091	New	+$633K	0.06%	248

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Symmetry Partners's DOW Position: Q3 2024 in Review

Symmetry Partners sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 7,977 shares — an estimated $423K sold.

Symmetry Partners first reported a position in DOW in Q3 2020 and held it in 16 quarters. The position peaked at $924K in Q1 2022. 1,496 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Symmetry Partners reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 7,977 Dow Inc shares in Q3 2024, an estimated $423K.
Symmetry Partners first reported a position in Dow Inc in Q3 2020 and held it in 16 quarters.
Symmetry Partners's Dow Inc position peaked at $924K in Q1 2022.
1,496 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.