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Dow shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail Advisors investment in Dow

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dow by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $902k 16k 57.93
2023-12-31 $344k 6.3k 54.84
2023-09-30 $295k 5.7k 51.56
2023-06-30 $274k 5.1k 53.26
2023-03-31 $231k 4.2k 54.82

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Broadcom (AVGO)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Expeditors International of Washington (EXPD)
Kraneshares Trust California Carb (KCCA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Summit Trail 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