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Veritable’s Dow Inc DOW Stock Holding History

Veritable’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
Q3 		– Sell
-55,039
Closed -$2.93M – 224
2023
Q2 		$2.93M Sell
55,039
-516
-0.9% -$27.4K 0.05% 181
2023
Q1 		$3.05M Sell
55,555
-233
-0.4% -$13.1K 0.05% 179
2022
Q4 		$2.81M Sell
55,788
-1,318
-2% -$64.4K 0.05% 182
2022
Q3 		$2.51M Sell
57,106
-5
-0% -$254 0.05% 180
2022
Q2 		$2.95M Buy
57,111
+459
+0.8% +$29.4K 0.05% 174
2022
Q1 		$3.61M Buy
56,652
+995
+2% +$60K 0.06% 177
2021
Q4 		$3.16M Buy
55,657
+750
+1% +$42.8K 0.05% 184
2021
Q3 		$3.16M Buy
54,907
+376
+0.7% +$23K 0.05% 178
2021
Q2 		$3.45M Buy
54,531
+293
+0.5% +$19.3K 0.06% 168
2021
Q1 		$3.47M Sell
54,238
-692
-1% -$41.4K 0.06% 160
2020
Q4 		$3.05M Sell
54,930
-1,980
-3% -$102K 0.06% 163
2020
Q3 		$2.68M Sell
56,910
-523
-0.9% -$23.5K 0.05% 164
2020
Q2 		$2.34M Sell
57,433
-2,999
-5% -$110K 0.05% 167
2020
Q1 		$1.77M Sell
60,432
-1,114
-2% -$47.4K 0.04% 201
2019
Q4 		$3.37M Sell
61,546
-4,433
-7% -$229K 0.06% 166
2019
Q3 		$3.14M Sell
65,979
-2,699
-4% -$126K 0.06% 161
2019
Q2 		$3.39M Buy
+68,678
New +$3.63M 0.07% 156

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Veritable's DOW Position: Q3 2023 in Review

Veritable sold out of Dow Inc (DOW) in Q3 2023, closing a stake of 55,039 shares — an estimated $2.93M sold.

Veritable first reported a position in DOW in Q2 2019 and held it in 17 quarters. The position peaked at $3.61M in Q1 2022. 1,505 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

  • Veritable reported no remaining Dow Inc position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 55,039 Dow Inc shares in Q3 2023, an estimated $2.93M.
  • Veritable first reported a position in Dow Inc in Q2 2019 and held it in 17 quarters.
  • Veritable's Dow Inc position peaked at $3.61M in Q1 2022.
  • 1,505 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.