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Mount Lucas Management’s Dow Inc DOW Stock Holding History

Mount Lucas 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
Q2 		– Sell
-38,216
Closed -$2.1M – 148
2023
Q1 		$2.1M Buy
38,216
+27,827
+268% +$1.57M 0.55% 59
2022
Q4 		$524K Sell
10,389
-28,981
-74% -$1.42M 0.17% 81
2022
Q3 		$1.73M Sell
39,370
-190
-0.5% -$9.63K 0.6% 54
2022
Q2 		$2.04M Buy
+39,560
New +$2.53M 0.68% 52

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
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

Mount Lucas Management's DOW Position: Q2 2023 in Review

Mount Lucas Management sold out of Dow Inc (DOW) in Q2 2023, closing a stake of 38,216 shares — an estimated $2.1M sold.

Mount Lucas Management first reported a position in DOW in Q2 2022 and held it in 4 quarters. The position peaked at $2.1M in Q1 2023. 1,515 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

  • Mount Lucas Management reported no remaining Dow Inc position as of Q2 2023 after selling out during the quarter.
  • Mount Lucas Management sold 38,216 Dow Inc shares in Q2 2023, an estimated $2.1M.
  • Mount Lucas Management first reported a position in Dow Inc in Q2 2022 and held it in 4 quarters.
  • Mount Lucas Management's Dow Inc position peaked at $2.1M in Q1 2023.
  • 1,515 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on Mount Lucas Management's 13F filing for Q2 2023, filed 14 Aug 2023.