ZIG
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Zullo Investment Group’s Dow Inc DOW Stock Holding History

Zullo Investment 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
-4,235
Closed -$231K – 150
2024
Q3 		$231K Buy
4,235
+85
+2% +$4.49K 0.1% 140
2024
Q2 		$220K Sell
4,150
-1,090
-21% -$62.3K 0.1% 142
2024
Q1 		$304K Buy
5,240
+69
+1% +$3.81K 0.14% 116
2023
Q4 		$284K Buy
5,171
+216
+4% +$11K 0.15% 114
2023
Q3 		$256K Sell
4,955
-863
-15% -$46.3K 0.15% 117
2023
Q2 		$310K Sell
5,818
-434
-7% -$23.1K 0.18% 104
2023
Q1 		$343K Buy
6,252
+152
+2% +$8.55K 0.21% 95
2022
Q4 		$307K Buy
6,100
+72
+1% +$3.52K 0.19% 101
2022
Q3 		$265K Buy
6,028
+409
+7% +$20.7K 0.17% 106
2022
Q2 		$290K Buy
5,619
+21
+0.4% +$1.34K 0.18% 103
2022
Q1 		$357K Buy
5,598
+519
+10% +$31.3K 0.19% 101
2021
Q4 		$288K Buy
+5,079
New +$290K 0.15% 121

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
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

Zullo Investment Group's DOW Position: Q4 2024 in Review

Zullo Investment Group sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,235 shares — an estimated $231K sold.

Zullo Investment Group first reported a position in DOW in Q4 2021 and held it in 12 quarters. The position peaked at $357K in Q1 2022. 1,422 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Zullo Investment Group reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Zullo Investment Group sold 4,235 Dow Inc shares in Q4 2024, an estimated $231K.
  • Zullo Investment Group first reported a position in Dow Inc in Q4 2021 and held it in 12 quarters.
  • Zullo Investment Group's Dow Inc position peaked at $357K in Q1 2022.
  • 1,422 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Zullo Investment Group's 13F filing for Q4 2024, filed 3 Feb 2025.