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YHB Investment Advisors’s Dow Inc DOW Stock Holding History

YHB Investment Advisors’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
-4,327
Closed -$236K – 280
2024
Q3 		$236K Hold
4,327
– – 0.02% 262
2024
Q2 		$230K Sell
4,327
-11
-0.3% -$628 0.02% 261
2024
Q1 		$251K Sell
4,338
-116
-3% -$6.41K 0.02% 248
2023
Q4 		$244K Buy
4,454
+175
+4% +$8.94K 0.02% 241
2023
Q3 		$221K Hold
4,279
– – 0.02% 255
2023
Q2 		$228K Sell
4,279
-45
-1% -$2.39K 0.02% 261
2023
Q1 		$237K Buy
4,324
+210
+5% +$11.8K 0.02% 259
2022
Q4 		$207K Buy
+4,114
New +$201K 0.02% 277
2022
Q3 		– Sell
-4,141
Closed -$214K – 284
2022
Q2 		$214K Sell
4,141
-42
-1% -$2.69K 0.02% 265
2022
Q1 		$267K Buy
4,183
+6
+0.1% +$362 0.02% 251
2021
Q4 		$237K Sell
4,177
-93
-2% -$5.3K 0.02% 297
2021
Q3 		$246K Sell
4,270
-87
-2% -$5.33K 0.02% 277
2021
Q2 		$276K Buy
4,357
+253
+6% +$16.7K 0.02% 257
2021
Q1 		$265K Sell
4,104
-90
-2% -$5.39K 0.02% 255
2020
Q4 		$233K Buy
+4,194
New +$217K 0.02% 262
2020
Q1 		– Sell
-4,310
Closed -$236K – 171
2019
Q4 		$236K Sell
4,310
-515
-11% -$26.6K 0.03% 172
2019
Q3 		$230K Sell
4,825
-176
-4% -$8.24K 0.04% 179
2019
Q2 		$247K Buy
+5,001
New +$264K 0.04% 170

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

YHB Investment Advisors's DOW Position: Q4 2024 in Review

YHB Investment Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,327 shares — an estimated $236K sold.

YHB Investment Advisors first reported a position in DOW in Q2 2019 and held it in 18 quarters. The position peaked at $276K in Q2 2021. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • YHB Investment Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • YHB Investment Advisors sold 4,327 Dow Inc shares in Q4 2024, an estimated $236K.
  • YHB Investment Advisors first reported a position in Dow Inc in Q2 2019 and held it in 18 quarters.
  • YHB Investment Advisors's Dow Inc position peaked at $276K in Q2 2021.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on YHB Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.