Basso Capital Management’s Dow Inc DOW Stock Holding History

Basso Capital 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 Q3	–	Sell	-1,097	Closed	-$58.2K	–	76
2024 Q2	$58.2K	Hold	1,097	–	–	0.05%	69
2024 Q1	$63.5K	Hold	1,097	–	–	0.06%	65
2023 Q4	$60.2K	Hold	1,097	–	–	0.06%	67
2023 Q3	$56.6K	Hold	1,097	–	–	0.06%	69
2023 Q2	$58.4K	Buy	+1,097	New	+$58.3K	0.06%	68

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

Basso Capital Management's DOW Position: Q3 2024 in Review

Basso Capital Management sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 1,097 shares — an estimated $58.2K sold.

Basso Capital Management first reported a position in DOW in Q2 2023 and held it in 5 quarters. The position peaked at $63.5K in Q1 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Basso Capital Management reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Basso Capital Management sold 1,097 Dow Inc shares in Q3 2024, an estimated $58.2K.
Basso Capital Management first reported a position in Dow Inc in Q2 2023 and held it in 5 quarters.
Basso Capital Management's Dow Inc position peaked at $63.5K in Q1 2024.
1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Basso Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.