Fort LP’s Dow Inc DOW Stock Holding History

Fort LP’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 Q1	–	Sell	-3,846	Closed	-$211K	–	148
2023 Q4	$211K	Sell	3,846 -297	-7%	-$15.2K	0.52%	132
2023 Q3	$214K	Buy	+4,143	New	+$222K	0.59%	115

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

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

Norges Bank Oslo, Norway $935B AUM

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

Fort LP's DOW Position: Q1 2024 in Review

Fort LP sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 3,846 shares — an estimated $211K sold.

Fort LP first reported a position in DOW in Q3 2023 and held it in 2 quarters. The position peaked at $214K in Q3 2023. 1,609 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

Fort LP reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
Fort LP sold 3,846 Dow Inc shares in Q1 2024, an estimated $211K.
Fort LP first reported a position in Dow Inc in Q3 2023 and held it in 2 quarters.
Fort LP's Dow Inc position peaked at $214K in Q3 2023.
1,609 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Fort LP's 13F filing for Q1 2024, filed 14 May 2024.