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Vigilant Capital Management’s Dow Inc DOW Stock Holding History

Vigilant Capital Management’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
Q2 		$140K Hold
2,635
– – 0.01% 181
2023
Q1 		$144K Hold
2,635
– – 0.01% 171
2022
Q4 		$133K Hold
2,635
– – 0.01% 178
2022
Q3 		$116K Sell
2,635
-170
-6% -$8.62K 0.01% 200
2022
Q2 		$145K Sell
2,805
-1,340
-32% -$85.8K 0.01% 180
2022
Q1 		$264K Buy
4,145
+950
+30% +$57.3K 0.02% 145
2021
Q4 		$181K Buy
3,195
+1,524
+91% +$86.9K 0.01% 209
2021
Q3 		$96K Hold
1,671
– – 0.01% 208
2021
Q2 		$106K Buy
1,671
+362
+28% +$23.9K 0.01% 205
2021
Q1 		$84K Buy
1,309
+520
+66% +$31.1K 0.01% 205
2020
Q4 		$44K Sell
789
-697
-47% -$36K ﹤0.01% 236
2020
Q3 		$70K Hold
1,486
– – 0.01% 199
2020
Q2 		$61K Sell
1,486
-297
-17% -$10.9K 0.01% 199
2020
Q1 		$52K Sell
1,783
-345
-16% -$14.7K 0.01% 195
2019
Q4 		$116K Sell
2,128
-107
-5% -$5.53K 0.01% 187
2019
Q3 		$106K Buy
2,235
+277
+14% +$13K 0.01% 185
2019
Q2 		$97K Buy
+1,958
New +$103K 0.01% 182

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vigilant Capital Management's DOW Position: Q2 2023 in Review

Vigilant Capital Management held its Dow Inc (DOW) position steady in Q2 2023 at 2,635 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #181.

Vigilant Capital Management first reported a position in DOW in Q2 2019 and has held it in 17 quarters since. The position peaked at $264K in Q1 2022. 1,512 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

  • Vigilant Capital Management held 2,635 shares of Dow Inc worth $140K as of Q2 2023.
  • Vigilant Capital Management left its Dow Inc share count unchanged in Q2 2023.
  • Dow Inc made up 0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #181 holding.
  • Vigilant Capital Management first reported a position in Dow Inc in Q2 2019 and has held it in 17 quarters since.
  • Vigilant Capital Management's Dow Inc position peaked at $264K in Q1 2022.
  • 1,512 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.