Sage Mountain Advisors »

Dow shares owned by Sage Mountain Advisors

Quarter-by-quarter ownership of Dow (DOW) shares owned by Sage Mountain Advisors from 13F filings

Historical chart of Sage Mountain Advisors investment in Dow

Tip: Access up to 7 years of quarterly data

All positions including Dow held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dow by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $417k 7.2k 57.93

More positions owned by Sage Mountain Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Golub Capital BDC (GBDC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Copart (CPRT)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Inf Tech Etf (VGT)

View all positions for Sage Mountain Advisors

Top funds holding Dow

Vanguard Group
Jpmorgan Chase & Co
Pzena Investment Management
Dimensional Fund Advisors
UBS Group
Norges Bank Investment Management
Susquehanna International
Pacer Advisors
Bank of America Corporation
Bank of New York Mellon
Legal & General Group
State Farm Mutual Automobile Insurance Company
Barclays
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Dow