United Fire Group’s Dow Inc DOW Stock Holding History

United Fire Group’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
2023 Q4	$3.11M	Hold	56,666	–	–	5.65%	6
2023 Q3	$2.92M	Hold	56,666	–	–	5.7%	5
2023 Q2	$3.02M	Hold	56,666	–	–	2.33%	23
2023 Q1	$3.11M	Hold	56,666	–	–	1.95%	29
2022 Q4	$2.86M	Hold	56,666	–	–	1.69%	30
2022 Q3	$2.49M	Hold	56,666	–	–	1.66%	32
2022 Q2	$2.92M	Hold	56,666	–	–	1.79%	29
2022 Q1	$3.61M	Hold	56,666	–	–	1.86%	27
2021 Q4	$3.21M	Hold	56,666	–	–	1.51%	31
2021 Q3	$3.26M	Hold	56,666	–	–	1.63%	28
2021 Q2	$3.59M	Hold	56,666	–	–	1.83%	25
2021 Q1	$3.62M	Hold	56,666	–	–	1.88%	18
2020 Q4	$3.15M	Hold	56,666	–	–	1.53%	20
2020 Q3	$2.67M	Hold	56,666	–	–	1.35%	22
2020 Q2	$2.31M	Hold	56,666	–	–	1.12%	25
2020 Q1	$1.66M	Hold	56,666	–	–	0.8%	31
2019 Q4	$3.1M	Hold	56,666	–	–	1.04%	23
2019 Q3	$2.7M	Hold	56,666	–	–	0.93%	26
2019 Q2	$2.79M	Buy	+56,666	New	+$2.99M	0.99%	25

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Fire Group's DOW Position: Q4 2023 in Review

United Fire Group held its Dow Inc (DOW) position steady in Q4 2023 at 56,666 shares worth $3.11M. The position accounts for 5.65% of the portfolio, ranked #6.

United Fire Group first reported a position in DOW in Q2 2019 and has held it in 19 quarters since. The position peaked at $3.62M in Q1 2021. 1,595 funds tracked by Wall St. Rank hold DOW as of Q4 2023.

United Fire Group held 56,666 shares of Dow Inc worth $3.11M as of Q4 2023.
United Fire Group left its Dow Inc share count unchanged in Q4 2023.
Dow Inc made up 5.65% of United Fire Group's portfolio in Q4 2023, its #6 holding.
United Fire Group first reported a position in Dow Inc in Q2 2019 and has held it in 19 quarters since.
United Fire Group's Dow Inc position peaked at $3.62M in Q1 2021.
1,595 funds tracked by Wall St. Rank held Dow Inc as of Q4 2023.

Based on United Fire Group's 13F filing for Q4 2023, filed 13 Feb 2024.