Crescent Grove Advisors’s Dow Inc DOW Stock Holding History

Crescent Grove Advisors’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	-4,393	Closed	-$254K	–	284
2024 Q1	$254K	Hold	4,393	–	–	0.03%	263
2023 Q4	$241K	Hold	4,393	–	–	0.03%	256
2023 Q3	$227K	Buy	4,393 +149	+4%	+$8K	0.03%	253
2023 Q2	$226K	Sell	4,244 -149	-3%	-$7.92K	0.02%	267
2023 Q1	$241K	Buy	+4,393	New	+$247K	0.03%	258
2022 Q3	–	Sell	-9,629	Closed	-$497K	–	263
2022 Q2	$497K	Sell	9,629 -125	-1%	-$8.01K	0.05%	163
2022 Q1	$622K	Buy	9,754 +5,876	+152%	+$354K	0.06%	159
2021 Q4	$220K	Buy	+3,878	New	+$221K	0.02%	274

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

Crescent Grove Advisors's DOW Position: Q2 2024 in Review

Crescent Grove Advisors sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 4,393 shares — an estimated $254K sold.

Crescent Grove Advisors first reported a position in DOW in Q4 2021 and held it in 8 quarters. The position peaked at $622K in Q1 2022. 1,550 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

Crescent Grove Advisors reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
Crescent Grove Advisors sold 4,393 Dow Inc shares in Q2 2024, an estimated $254K.
Crescent Grove Advisors first reported a position in Dow Inc in Q4 2021 and held it in 8 quarters.
Crescent Grove Advisors's Dow Inc position peaked at $622K in Q1 2022.
1,550 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Crescent Grove Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.