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Harvest Volatility Management’s Dow Inc DOW Stock Holding History

Harvest Volatility Management’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
-5,585
Closed -$297K – 46
2023
Q2 		$297K Buy
5,585
+194
+4% +$10.3K 0.06% 130
2023
Q1 		$291K Buy
+5,391
New +$303K 0.06% 130
2022
Q4 		– Sell
-6,903
Closed -$305K – 136
2022
Q3 		$305K Buy
6,903
+503
+8% +$25.5K 0.05% 127
2022
Q2 		$330K Buy
6,400
+515
+9% +$33K 0.05% 127
2022
Q1 		$375K Buy
+5,885
New +$355K 0.04% 133

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

Harvest Volatility Management's DOW Position: Q3 2023 in Review

Harvest Volatility Management sold out of Dow Inc (DOW) in Q3 2023, closing a stake of 5,585 shares — an estimated $297K sold.

Harvest Volatility Management first reported a position in DOW in Q1 2022 and held it in 5 quarters. The position peaked at $375K in Q1 2022. 1,505 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

  • Harvest Volatility Management reported no remaining Dow Inc position as of Q3 2023 after selling out during the quarter.
  • Harvest Volatility Management sold 5,585 Dow Inc shares in Q3 2023, an estimated $297K.
  • Harvest Volatility Management first reported a position in Dow Inc in Q1 2022 and held it in 5 quarters.
  • Harvest Volatility Management's Dow Inc position peaked at $375K in Q1 2022.
  • 1,505 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on Harvest Volatility Management's 13F filing for Q3 2023, filed 7 Nov 2023.