SENTRY INVESTMENT MANAGEMENT LLC DOW — DOW CHEMICAL CO Common

Ownership history in SENTRY INVESTMENT MANAGEMENT LLC  ·  79 quarters on record

AI Ownership Summary

SENTRY INVESTMENT MANAGEMENT LLC reported DOW CHEMICAL CO Common (DOW) in 79 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.09% in 2023 Q4. The latest visible filing shows DOW at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DOW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SENTRY INVESTMENT MANAGEMENT LLC's position in DOW CHEMICAL CO Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DOW was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DOW stock page SENTRY INVESTMENT MANAGEMENT LLC fund profile SENTRY INVESTMENT MANAGEMENT LLC full holdings
How SENTRY INVESTMENT MANAGEMENT LLC held DOW — position size vs. price
% of Fund (quarterly)    DOW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 1,282 — 0% 0.02% $30K 2026-02-04 $32.02
2025 Q3 REDUCED 36.8% +3.4% ❌ 1,282 -747 -36.8% 0.02% $29K 2025-11-05 $22.17
2025 Q2 UNCHANGED — — — 2,029 — 0% 0.03% $59K 2025-07-29 $24.17
2025 Q1 REDUCED 23.0% -22.3% ✅ 2,029 -606 -23.0% 0.04% $56K 2025-04-09 $27.97
2024 Q4 REDUCED 14.0% -11.4% ✅ 2,635 -429 -14.0% 0.05% $106K 2025-02-04 $35.45
2024 Q3 UNCHANGED — — — 3,064 — 0% 0.07% $167K 2024-10-30 $44.66
2024 Q2 REDUCED 17.0% +4.3% ❌ 3,064 -627 -17.0% 0.07% $163K 2024-08-07 $46.61
2024 Q1 UNCHANGED — — — 3,691 — 0% 0.08% $214K 2024-05-09 $52.46
2023 Q4 REDUCED 9.7% +7.6% ❌ 3,691 -397 -9.7% 0.09% $202K 2024-01-30 $47.47
70 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DOW

As of 2026 Q1 — sorted by position size

Strategic Planning, Inc. 10.84% FOURSIXTHREE CAPITAL LP 3Y 4.16% FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3Y 7Y 3.59% Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3.35% Electron Capital Partners, LLC 3Y 7Y 3.13% TKG Advisors, LLC 3Y 2.7% Allen Mooney & Barnes Investment Advisors LLC 2.66% Collar Capital Management, LLC 2.57% PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 2.56% CapWealth Advisors, LLC 3Y 7Y 2.51%

FAQ About SENTRY INVESTMENT MANAGEMENT LLC and DOW

These are the practical questions this page is built to answer before you even open the full history table.

How long has SENTRY INVESTMENT MANAGEMENT LLC reported owning DOW?

SENTRY INVESTMENT MANAGEMENT LLC reported DOW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DOW position in SENTRY INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for DOW was 0.09% in 2023 Q4.

What is the latest reported DOW position on this page?

The most recent filing on this page is 2025 Q4, when SENTRY INVESTMENT MANAGEMENT LLC reported 1,282 shares, equal to 0.02% of portfolio, with an estimated market value of $30K.

What does the chart on this DOW ownership page compare?

The chart compares SENTRY INVESTMENT MANAGEMENT LLC's quarterly DOW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SENTRY INVESTMENT MANAGEMENT LLC time their DOW position?

Based on 13F filing dates vs. subsequent DOW price moves, SENTRY INVESTMENT MANAGEMENT LLC correctly timed 9 out of 18 reported position changes (50%). The annualised alpha on DOW relative to SPY over the holding period was -13.3%.

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