UBV
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United Bank (Virginia)’s Dow Inc DOW Stock Holding History

United Bank (Virginia)’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
2025
Q1 		– Sell
-5,240
Closed -$210K – 140
2024
Q4 		$210K Sell
5,240
-239
-4% -$11.2K 0.03% 123
2024
Q3 		$299K Buy
5,479
+450
+9% +$23.8K 0.03% 116
2024
Q2 		$267K Sell
5,029
-500
-9% -$28.6K 0.03% 120
2024
Q1 		$320K Buy
5,529
+500
+10% +$27.6K 0.04% 108
2023
Q4 		$276K Hold
5,029
– – 0.03% 122
2023
Q3 		$259K Hold
5,029
– – 0.03% 124
2023
Q2 		$268K Sell
5,029
-275
-5% -$14.6K 0.03% 127
2023
Q1 		$291K Hold
5,304
– – 0.04% 127
2022
Q4 		$267K Hold
5,304
– – 0.04% 131
2022
Q3 		$233K Sell
5,304
-725
-12% -$36.8K 0.04% 140
2022
Q2 		$310K Buy
6,029
+1,000
+20% +$64K 0.05% 121
2022
Q1 		$321K Sell
5,029
-1,012
-17% -$61K 0.04% 126
2021
Q4 		$342K Hold
6,041
– – 0.04% 134
2021
Q3 		$348K Buy
6,041
+466
+8% +$28.5K 0.05% 128
2021
Q2 		$352K Sell
5,575
-130
-2% -$8.58K 0.05% 124
2021
Q1 		$365K Sell
5,705
-503
-8% -$30.1K 0.05% 125
2020
Q4 		$345K Buy
+6,208
New +$321K 0.05% 130
2020
Q1 		– Sell
-5,047
Closed -$275K – 124
2019
Q4 		$275K Sell
5,047
-2,335
-32% -$121K 0.05% 126
2019
Q3 		$352K Buy
7,382
+387
+6% +$18.1K 0.06% 114
2019
Q2 		$346K Buy
+6,995
New +$369K 0.06% 112

Other funds holding DOW

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BlackRock
BlackRock New York $5.7T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return