Colonial River Investments’s Dow Inc DOW Stock Holding History

Colonial River Investments’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
2023 Q2	–	Sell	-4,188	Closed	-$230K	–	179
2023 Q1	$230K	Sell	4,188 -252	-6%	-$14.2K	0.13%	176
2022 Q4	$224K	Buy	+4,440	New	+$217K	0.14%	167
2022 Q3	–	Sell	-3,918	Closed	-$202K	–	179
2022 Q2	$202K	Buy	3,918 +450	+13%	+$28.8K	0.13%	178
2022 Q1	$221K	Buy	+3,468	New	+$209K	0.13%	190

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Colonial River Investments's DOW Position: Q2 2023 in Review

Colonial River Investments sold out of Dow Inc (DOW) in Q2 2023, closing a stake of 4,188 shares — an estimated $230K sold.

Colonial River Investments first reported a position in DOW in Q1 2022 and held it in 4 quarters. The position peaked at $230K in Q1 2023. 1,514 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

Colonial River Investments reported no remaining Dow Inc position as of Q2 2023 after selling out during the quarter.
Colonial River Investments sold 4,188 Dow Inc shares in Q2 2023, an estimated $230K.
Colonial River Investments first reported a position in Dow Inc in Q1 2022 and held it in 4 quarters.
Colonial River Investments's Dow Inc position peaked at $230K in Q1 2023.
1,514 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on Colonial River Investments's 13F filing for Q2 2023, filed 8 Aug 2023.