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Westwood Holdings Group’s Dow Inc DOW Stock Holding History

Westwood Holdings 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
2024
Q4 		– Sell
-38,681
Closed -$2.11M – 486
2024
Q3 		$2.11M Buy
38,681
+27
+0.1% +$1.43K 0.01% 330
2024
Q2 		$2.05M Buy
38,654
+18,781
+95% +$1.07M 0.01% 314
2024
Q1 		$1.15M Buy
+19,873
New +$1.1M 0.01% 351
2022
Q4 		– Sell
-17,485
Closed -$768K – 573
2022
Q3 		$768K Sell
17,485
-245
-1% -$12.4K 0.01% 338
2022
Q2 		$915K Buy
17,730
+19
+0.1% +$1.22K 0.01% 352
2022
Q1 		$1.13M Buy
+17,711
New +$1.07M 0.01% 351
2021
Q3 		– Sell
-3,533
Closed -$224K – 443
2021
Q2 		$224K Hold
3,533
– – ﹤0.01% 424
2021
Q1 		$226K Buy
+3,533
New +$211K ﹤0.01% 440
2020
Q1 		– Sell
-3,777
Closed -$207K – 434
2019
Q4 		$207K Buy
+3,777
New +$195K ﹤0.01% 444
2019
Q3 		– Sell
-4,307
Closed -$212K – 481
2019
Q2 		$212K Buy
+4,307
New +$227K ﹤0.01% 443

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 $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Westwood Holdings Group's DOW Position: Q4 2024 in Review

Westwood Holdings Group sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 38,681 shares — an estimated $2.11M sold.

Westwood Holdings Group first reported a position in DOW in Q2 2019 and held it in 10 quarters. The position peaked at $2.11M in Q3 2024. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Westwood Holdings Group reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Westwood Holdings Group sold 38,681 Dow Inc shares in Q4 2024, an estimated $2.11M.
  • Westwood Holdings Group first reported a position in Dow Inc in Q2 2019 and held it in 10 quarters.
  • Westwood Holdings Group's Dow Inc position peaked at $2.11M in Q3 2024.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Westwood Holdings Group's 13F filing for Q4 2024, filed 14 Feb 2025.