Avity Investment Management’s Dow Inc DOW Stock Holding History

Avity Investment 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
2024 Q2	–	Sell	-3,593	Closed	-$208K	–	110
2024 Q1	$208K	Buy	+3,593	New	+$199K	0.02%	108
2023 Q3	–	Sell	-3,843	Closed	-$205K	–	90
2023 Q2	$205K	Sell	3,843 -226	-6%	-$12K	0.02%	90
2023 Q1	$223K	Buy	+4,069	New	+$229K	0.02%	89

Other funds holding DOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Avity Investment Management's DOW Position: Q2 2024 in Review

Avity Investment Management sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 3,593 shares — an estimated $208K sold.

Avity Investment Management first reported a position in DOW in Q1 2023 and held it in 3 quarters. The position peaked at $223K in Q1 2023. 1,550 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

Avity Investment Management reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
Avity Investment Management sold 3,593 Dow Inc shares in Q2 2024, an estimated $208K.
Avity Investment Management first reported a position in Dow Inc in Q1 2023 and held it in 3 quarters.
Avity Investment Management's Dow Inc position peaked at $223K in Q1 2023.
1,550 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Avity Investment Management's 13F filing for Q2 2024, filed 11 Jul 2024.