Dow shares owned by Summit Trail Advisors
Historical chart of Summit Trail Advisors investment in Dow
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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 |
|---|---|---|---|
| 2024-09-30 | $1.3M | 23k | 54.63 |
| 2024-06-30 | $1.1M | 22k | 53.05 |
| 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 |