Okabena Investment Services’s Dow Inc DOW Stock Holding History

Okabena Investment Services’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	–	Sell	-5,000	Closed	-$265K	–	110
2024 Q2	$265K	Buy	+5,000	New	+$286K	0.08%	106

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Okabena Investment Services's DOW Position: Q3 2024 in Review

Okabena Investment Services sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 5,000 shares — an estimated $265K sold.

Okabena Investment Services first reported a position in DOW in Q2 2024 and held it in 1 quarter. The position peaked at $265K in Q2 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Okabena Investment Services reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Okabena Investment Services sold 5,000 Dow Inc shares in Q3 2024, an estimated $265K.
Okabena Investment Services first reported a position in Dow Inc in Q2 2024 and held it in 1 quarter.
Okabena Investment Services's Dow Inc position peaked at $265K in Q2 2024.
1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Okabena Investment Services's 13F filing for Q3 2024, filed 12 Nov 2024.