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Dana Investment Advisors’s Dow Inc DOW Stock Holding History

Dana Investment 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
2023
Q2 		– Sell
-4,256
Closed -$233K – 396
2023
Q1 		$233K Hold
4,256
– – 0.01% 372
2022
Q4 		$214K Sell
4,256
-7,191
-63% -$351K 0.01% 384
2022
Q3 		$503K Buy
11,447
+2,275
+25% +$115K 0.03% 297
2022
Q2 		$473K Buy
+9,172
New +$587K 0.02% 320
2019
Q3 		– Sell
-6,089
Closed -$300K – 267
2019
Q2 		$300K Buy
+6,089
New +$321K 0.01% 250

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dana Investment Advisors's DOW Position: Q2 2023 in Review

Dana Investment Advisors sold out of Dow Inc (DOW) in Q2 2023, closing a stake of 4,256 shares — an estimated $233K sold.

Dana Investment Advisors first reported a position in DOW in Q2 2019 and held it in 5 quarters. The position peaked at $503K in Q3 2022. 1,514 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

  • Dana Investment Advisors reported no remaining Dow Inc position as of Q2 2023 after selling out during the quarter.
  • Dana Investment Advisors sold 4,256 Dow Inc shares in Q2 2023, an estimated $233K.
  • Dana Investment Advisors first reported a position in Dow Inc in Q2 2019 and held it in 5 quarters.
  • Dana Investment Advisors's Dow Inc position peaked at $503K in Q3 2022.
  • 1,514 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on Dana Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.