HVP
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Hudson Value Partners’s Dow Inc DOW Stock Holding History

Hudson Value Partners’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
Q1 		– Sell
-8,102
Closed -$408K – 106
2022
Q4 		$408K Sell
8,102
-10,149
-56% -$496K 0.25% 79
2022
Q3 		$802K Hold
18,251
– – 0.54% 54
2022
Q2 		$942K Sell
18,251
-58
-0.3% -$3.71K 0.6% 49
2022
Q1 		$1.17M Sell
18,309
-1,555
-8% -$93.8K 0.6% 51
2021
Q4 		$1.13M Sell
19,864
-6,185
-24% -$353K 0.55% 56
2021
Q3 		$1.5M Sell
26,049
-527
-2% -$32.3K 0.83% 37
2021
Q2 		$1.68M Sell
26,576
-63
-0.2% -$4.16K 0.93% 34
2021
Q1 		$1.7M Buy
26,639
+168
+0.6% +$10.1K 1.03% 32
2020
Q4 		$1.47M Buy
+26,471
New +$1.37M 0.98% 31

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hudson Value Partners's DOW Position: Q1 2023 in Review

Hudson Value Partners sold out of Dow Inc (DOW) in Q1 2023, closing a stake of 8,102 shares — an estimated $408K sold.

Hudson Value Partners first reported a position in DOW in Q4 2020 and held it in 9 quarters. The position peaked at $1.7M in Q1 2021. 1,541 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

  • Hudson Value Partners reported no remaining Dow Inc position as of Q1 2023 after selling out during the quarter.
  • Hudson Value Partners sold 8,102 Dow Inc shares in Q1 2023, an estimated $408K.
  • Hudson Value Partners first reported a position in Dow Inc in Q4 2020 and held it in 9 quarters.
  • Hudson Value Partners's Dow Inc position peaked at $1.7M in Q1 2021.
  • 1,541 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Hudson Value Partners's 13F filing for Q1 2023, filed 9 May 2023.