Neo Ivy Capital Management’s Dow Inc DOW Stock Holding History

Neo Ivy Capital 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
2025 Q3	–	Sell	-16,788	Closed	-$445K	–	420
2025 Q2	$445K	Buy	16,788 +800	+5%	+$23.3K	0.14%	201
2025 Q1	$558K	Buy	+15,988	New	+$614K	0.18%	178
2022 Q2	–	Sell	-5,248	Closed	-$334K	–	457
2022 Q1	$334K	Buy	5,248 +1,395	+36%	+$84.1K	0.3%	126
2021 Q4	$219K	Sell	3,853 -5,570	-59%	-$318K	0.31%	127
2021 Q3	$384K	Buy	+9,423	New	+$577K	0.44%	80
2021 Q2	–	Sell	-42	Closed	-$3K	–	489
2021 Q1	$3K	Sell	42 -309	-88%	-$18.5K	﹤0.01%	448
2020 Q4	$19K	Sell	351 -3,075	-90%	-$159K	0.02%	363
2020 Q3	$161K	Sell	3,426 -5,997	-64%	-$269K	0.16%	226
2020 Q2	$384K	Buy	+9,423	New	+$345K	0.44%	80

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Capital Research Global Investors

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Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return