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Gratus Capital’s Dow Inc DOW Stock Holding History

Gratus Capital’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 		$221K Buy
4,175
+121
+3% +$6.91K 0.01% 338
2024
Q1 		$235K Buy
+4,054
New +$224K 0.01% 293
2020
Q1 		– Sell
-63,587
Closed -$3.48M – 186
2019
Q4 		$3.48M Sell
63,587
-898
-1% -$46.4K 0.53% 67
2019
Q3 		$3.07M Sell
64,485
-166
-0.3% -$7.77K 0.5% 66
2019
Q2 		$3.19M Buy
+64,651
New +$3.41M 0.52% 63

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gratus Capital's DOW Position: Q2 2024 in Review

Gratus Capital increased its Dow Inc (DOW) stake by 3% in Q2 2024, buying an estimated $6.91K and bringing the position to 4,175 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #338.

Gratus Capital first reported a position in DOW in Q2 2019 and has held it in 5 quarters since. The position peaked at $3.48M in Q4 2019. 1,545 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

  • Gratus Capital held 4,175 shares of Dow Inc worth $221K as of Q2 2024.
  • Gratus Capital bought 121 Dow Inc shares in Q2 2024, an estimated $6.91K.
  • Dow Inc made up 0.01% of Gratus Capital's portfolio in Q2 2024, its #338 holding.
  • Gratus Capital first reported a position in Dow Inc in Q2 2019 and has held it in 5 quarters since.
  • Gratus Capital's Dow Inc position peaked at $3.48M in Q4 2019.
  • 1,545 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.