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Appian Way Asset Management’s Dow Inc DOW Stock Holding History

Appian Way Asset Management’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
2020
Q4 		– Sell
-585,000
Closed -$27.5M – 68
2020
Q3 		$27.5M Hold
585,000
– – 12.47% 1
2020
Q2 		$23.8M Buy
+585,000
New +$21.4M 11.56% 1

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Appian Way Asset Management's DOW Position: Q4 2023 in Review

Appian Way Asset Management sold out of Dow Inc (DOW) in Q4 2023, closing a stake of 38,700 shares — an estimated $2M sold.

Appian Way Asset Management first reported a position in DOW in Q3 2020 and held it in 2 quarters. The position peaked at $2M in Q3 2023. 1,595 funds tracked by Wall St. Rank hold DOW as of Q4 2023.

  • Appian Way Asset Management reported no remaining Dow Inc position as of Q4 2023 after selling out during the quarter.
  • Appian Way Asset Management sold 38,700 Dow Inc shares in Q4 2023, an estimated $2M.
  • Appian Way Asset Management first reported a position in Dow Inc in Q3 2020 and held it in 2 quarters.
  • Appian Way Asset Management's Dow Inc position peaked at $2M in Q3 2023.
  • 1,595 funds tracked by Wall St. Rank held Dow Inc as of Q4 2023.

Based on Appian Way Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.