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Dow shares owned by Klingman & Associates

Quarter-by-quarter ownership of Dow (DOW) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Dow

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All positions including Dow held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dow by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $275k 5.0k 54.63
2022-03-31 $230k 3.6k 63.76

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Ishares Tr Ibonds Dec 29 (IBDU)

View all positions for Klingman & Associates

Top funds holding Dow

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Pzena Investment Management
Geode Capital Management
Morgan Stanley
Invesco
Dimensional Fund Advisors
Capital World Investors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Northern Trust
Bank of America Corporation
Bank of New York Mellon

View all funds holding Dow