UAS
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United Asset Strategies’s Dow Inc DOW Stock Holding History

United Asset Strategies’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
2020
Q1 		– Sell
-13,783
Closed -$754K – 183
2019
Q4 		$754K Buy
+13,783
New +$712K 0.15% 121
2019
Q3 		– Sell
-4,405
Closed -$577K – 185
2019
Q2 		$577K Buy
+4,405
New +$233K 0.13% 126

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Asset Strategies's DOW Position: Q1 2020 in Review

United Asset Strategies sold out of Dow Inc (DOW) in Q1 2020, closing a stake of 13,783 shares — an estimated $754K sold.

United Asset Strategies first reported a position in DOW in Q2 2019 and held it in 2 quarters. The position peaked at $754K in Q4 2019. 1,083 funds tracked by Wall St. Rank hold DOW as of Q1 2020.

  • United Asset Strategies reported no remaining Dow Inc position as of Q1 2020 after selling out during the quarter.
  • United Asset Strategies sold 13,783 Dow Inc shares in Q1 2020, an estimated $754K.
  • United Asset Strategies first reported a position in Dow Inc in Q2 2019 and held it in 2 quarters.
  • United Asset Strategies's Dow Inc position peaked at $754K in Q4 2019.
  • 1,083 funds tracked by Wall St. Rank held Dow Inc as of Q1 2020.

Based on United Asset Strategies's 13F filing for Q1 2020, filed 8 May 2020.