Migdal Insurance & Financial Holdings’s Dow Inc DOW Stock Holding History

Migdal Insurance & Financial Holdings’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	-376	Closed	-$19K	–	524
2022 Q4	$19K	Buy	+376	New	+$18.4K	﹤0.01%	406
2022 Q1	–	Sell	-2,000	Closed	-$114K	–	627
2021 Q4	$114K	Buy	2,000 +89	+5%	+$5.07K	﹤0.01%	343
2021 Q3	$110K	Buy	1,911 +87	+5%	+$5.33K	﹤0.01%	344
2021 Q2	$115K	Sell	1,824 -285	-14%	-$18.8K	﹤0.01%	376
2021 Q1	$135K	Sell	2,109 -103	-5%	-$6.16K	﹤0.01%	415
2020 Q4	$123K	Sell	2,212 -204	-8%	-$10.5K	﹤0.01%	373
2020 Q3	$114K	Buy	+2,416	New	+$109K	﹤0.01%	464

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Migdal Insurance & Financial Holdings's DOW Position: Q1 2023 in Review

Migdal Insurance & Financial Holdings sold out of Dow Inc (DOW) in Q1 2023, closing a stake of 376 shares — an estimated $19K sold.

Migdal Insurance & Financial Holdings first reported a position in DOW in Q3 2020 and held it in 7 quarters. The position peaked at $135K in Q1 2021. 1,539 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

Migdal Insurance & Financial Holdings reported no remaining Dow Inc position as of Q1 2023 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 376 Dow Inc shares in Q1 2023, an estimated $19K.
Migdal Insurance & Financial Holdings first reported a position in Dow Inc in Q3 2020 and held it in 7 quarters.
Migdal Insurance & Financial Holdings's Dow Inc position peaked at $135K in Q1 2021.
1,539 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2023, filed 1 May 2023.