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Disciplined Investments’s Dow Inc DOW Stock Holding History

Disciplined 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
Q3 		– Sell
-515
Closed -$27.4K – 501
2023
Q2 		$27.4K Buy
515
+15
+3% +$797 0.01% 256
2023
Q1 		$27.4K Sell
500
-11
-2% -$619 0.01% 282
2022
Q4 		$25.7K Buy
511
+41
+9% +$2K 0.01% 267
2022
Q3 		$21K Sell
470
-51
-10% -$2.59K 0.01% 307
2022
Q2 		$27K Buy
521
+31
+6% +$1.99K 0.01% 280
2022
Q1 		$31K Buy
490
+73
+18% +$4.4K 0.01% 281
2021
Q4 		$24K Hold
417
– – 0.01% 282
2021
Q3 		$24K Hold
417
– – 0.01% 252
2021
Q2 		$26K Buy
+417
New +$27.5K 0.01% 239
2020
Q2 		– Sell
-83
Closed -$2K – 409
2020
Q1 		$2K Buy
+83
New +$3.53K ﹤0.01% 362

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Disciplined Investments's DOW Position: Q3 2023 in Review

Disciplined Investments sold out of Dow Inc (DOW) in Q3 2023, closing a stake of 515 shares — an estimated $27.4K sold.

Disciplined Investments first reported a position in DOW in Q1 2020 and held it in 10 quarters. The position peaked at $31K in Q1 2022. 1,505 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

  • Disciplined Investments reported no remaining Dow Inc position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 515 Dow Inc shares in Q3 2023, an estimated $27.4K.
  • Disciplined Investments first reported a position in Dow Inc in Q1 2020 and held it in 10 quarters.
  • Disciplined Investments's Dow Inc position peaked at $31K in Q1 2022.
  • 1,505 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.