Denali Advisors’s Dow Inc DOW Stock Holding History

Denali 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	-3,400	Closed	-$197K	–	257
2024 Q1	$197K	Hold	3,400	–	–	0.06%	229
2023 Q4	$186K	Buy	3,400 +2,800	+467%	+$143K	0.06%	233
2023 Q3	$30.9K	Buy	+600	New	+$32.2K	0.01%	313

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Denali Advisors's DOW Position: Q2 2024 in Review

Denali Advisors sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 3,400 shares — an estimated $197K sold.

Denali Advisors first reported a position in DOW in Q3 2023 and held it in 3 quarters. The position peaked at $197K in Q1 2024. 1,545 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

Denali Advisors reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
Denali Advisors sold 3,400 Dow Inc shares in Q2 2024, an estimated $197K.
Denali Advisors first reported a position in Dow Inc in Q3 2023 and held it in 3 quarters.
Denali Advisors's Dow Inc position peaked at $197K in Q1 2024.
1,545 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.