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Whitnell & Co’s Dow Inc DOW Stock Holding History

Whitnell & Co’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
2019
Q4 		$18K Sell
328
-1,408
-81% -$72.7K 0.01% 241
2019
Q3 		$83K Sell
1,736
-2,266
-57% -$106K 0.03% 182
2019
Q2 		$197K Buy
+4,002
New +$211K 0.07% 145

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whitnell & Co's DOW Position: Q4 2019 in Review

Whitnell & Co reduced its Dow Inc (DOW) stake by 81% in Q4 2019, selling an estimated $72.7K and leaving 328 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #241.

Whitnell & Co first reported a position in DOW in Q2 2019 and has held it in 3 quarters since. The position peaked at $197K in Q2 2019. 1,300 funds tracked by Wall St. Rank hold DOW as of Q4 2019.

  • Whitnell & Co held 328 shares of Dow Inc worth $18K as of Q4 2019.
  • Whitnell & Co sold 1,408 Dow Inc shares in Q4 2019, an estimated $72.7K.
  • Dow Inc made up 0.01% of Whitnell & Co's portfolio in Q4 2019, its #241 holding.
  • Whitnell & Co first reported a position in Dow Inc in Q2 2019 and has held it in 3 quarters since.
  • Whitnell & Co's Dow Inc position peaked at $197K in Q2 2019.
  • 1,300 funds tracked by Wall St. Rank held Dow Inc as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.