Liberty One Investment Management’s Dow Inc DOW Stock Holding History

Liberty One Investment 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
2024 Q1	–	Sell	-3,590	Closed	-$197K	–	188
2023 Q4	$197K	Sell	3,590 -73	-2%	-$3.73K	0.02%	124
2023 Q3	$189K	Sell	3,663 -100	-3%	-$5.37K	0.03%	111
2023 Q2	$200K	Sell	3,763 -13	-0.3%	-$691	0.03%	120
2023 Q1	$207K	Sell	3,776 -183	-5%	-$10.3K	0.03%	115
2022 Q4	$200K	Buy	3,959 +58	+1%	+$2.83K	0.03%	115
2022 Q3	$171K	Buy	+3,901	New	+$198K	0.03%	117
2022 Q2	–	Sell	-3,971	Closed	-$253K	–	141
2022 Q1	$253K	Buy	+3,971	New	+$240K	0.04%	116

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Liberty One Investment Management's DOW Position: Q1 2024 in Review

Liberty One Investment Management sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 3,590 shares — an estimated $197K sold.

Liberty One Investment Management first reported a position in DOW in Q1 2022 and held it in 7 quarters. The position peaked at $253K in Q1 2022. 1,612 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

Liberty One Investment Management reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
Liberty One Investment Management sold 3,590 Dow Inc shares in Q1 2024, an estimated $197K.
Liberty One Investment Management first reported a position in Dow Inc in Q1 2022 and held it in 7 quarters.
Liberty One Investment Management's Dow Inc position peaked at $253K in Q1 2022.
1,612 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Liberty One Investment Management's 13F filing for Q1 2024, filed 30 Apr 2024.