AJOVista’s Dow Inc DOW Stock Holding History

AJOVista’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,062	Closed	-$215K	–	133
2024 Q2	$215K	Hold	4,062	–	–	0.62%	43
2024 Q1	$235K	Hold	4,062	–	–	0.64%	37
2023 Q4	$223K	Buy	+4,062	New	+$208K	0.28%	49

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AJOVista's DOW Position: Q3 2024 in Review

AJOVista sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 4,062 shares — an estimated $215K sold.

AJOVista first reported a position in DOW in Q4 2023 and held it in 3 quarters. The position peaked at $235K in Q1 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

AJOVista reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
AJOVista sold 4,062 Dow Inc shares in Q3 2024, an estimated $215K.
AJOVista first reported a position in Dow Inc in Q4 2023 and held it in 3 quarters.
AJOVista's Dow Inc position peaked at $235K in Q1 2024.
1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.