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Insight Folios’s Dow Inc DOW Stock Holding History

Insight Folios’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
Q3 		$6.08M Buy
111,374
+8,468
+8% +$447K 2.17% 28
2024
Q2 		$5.46M Buy
102,906
+1,748
+2% +$99.9K 2.24% 27
2024
Q1 		$5.86M Sell
101,158
-5,013
-5% -$277K 2.37% 25
2023
Q4 		$5.82M Buy
106,171
+5,930
+6% +$303K 2.52% 24
2023
Q3 		$5.17M Sell
100,241
-10,046
-9% -$539K 2.53% 21
2023
Q2 		$5.87M Buy
110,287
+8,093
+8% +$430K 2.46% 25
2023
Q1 		$5.6M Buy
102,194
+13,910
+16% +$783K 2.48% 26
2022
Q4 		$4.45M Buy
88,284
+82,968
+1,561% +$4.05M 2.01% 28
2022
Q3 		$234K Buy
+5,316
New +$270K 0.12% 95

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Insight Folios's DOW Position: Q3 2024 in Review

Insight Folios increased its Dow Inc (DOW) stake by 8.2% in Q3 2024, buying an estimated $447K and bringing the position to 111,374 shares worth $6.08M. The position accounts for 2.17% of the portfolio, ranked #28.

Insight Folios first reported a position in DOW in Q3 2022 and has held it in 9 quarters since. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • Insight Folios held 111,374 shares of Dow Inc worth $6.08M as of Q3 2024.
  • Insight Folios bought 8,468 Dow Inc shares in Q3 2024, an estimated $447K.
  • Dow Inc made up 2.17% of Insight Folios's portfolio in Q3 2024, its #28 holding.
  • Insight Folios first reported a position in Dow Inc in Q3 2022 and has held it in 9 quarters since.
  • 1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.