Enlightenment Research’s Dow Inc DOW Stock Holding History

Enlightenment Research’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
2022 Q3	–	Sell	-7,500	Closed	-$387K	–	110
2022 Q2	$387K	Buy	+7,500	New	+$480K	0.83%	40
2021 Q4	–	Sell	-8,000	Closed	-$460K	–	149
2021 Q3	$460K	Buy	8,000 +4,685	+141%	+$287K	0.56%	65
2021 Q2	$210K	Buy	+3,315	New	+$219K	0.27%	110
2019 Q3	–	Sell	-7,500	Closed	-$370K	–	147
2019 Q2	$370K	Buy	+7,500	New	+$396K	0.19%	145

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Enlightenment Research's DOW Position: Q3 2022 in Review

Enlightenment Research sold out of Dow Inc (DOW) in Q3 2022, closing a stake of 7,500 shares — an estimated $387K sold.

Enlightenment Research first reported a position in DOW in Q2 2019 and held it in 4 quarters. The position peaked at $460K in Q3 2021. 1,433 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

Enlightenment Research reported no remaining Dow Inc position as of Q3 2022 after selling out during the quarter.
Enlightenment Research sold 7,500 Dow Inc shares in Q3 2022, an estimated $387K.
Enlightenment Research first reported a position in Dow Inc in Q2 2019 and held it in 4 quarters.
Enlightenment Research's Dow Inc position peaked at $460K in Q3 2021.
1,433 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

Based on Enlightenment Research's 13F filing for Q3 2022, filed 15 Nov 2022.