Plato Investment Management’s Dow Inc DOW Stock Holding History

Plato 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 Q3	–	Sell	-2,916	Closed	-$155K	–	554
2024 Q2	$155K	Hold	2,916	–	–	0.01%	352
2024 Q1	$169K	Hold	2,916	–	–	0.02%	330
2023 Q4	$160K	Buy	+2,916	New	+$149K	0.2%	120

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

Plato Investment Management's DOW Position: Q3 2024 in Review

Plato Investment Management sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 2,916 shares — an estimated $155K sold.

Plato Investment Management first reported a position in DOW in Q4 2023 and held it in 3 quarters. The position peaked at $169K in Q1 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Plato Investment Management reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Plato Investment Management sold 2,916 Dow Inc shares in Q3 2024, an estimated $155K.
Plato Investment Management first reported a position in Dow Inc in Q4 2023 and held it in 3 quarters.
Plato Investment Management's Dow Inc position peaked at $169K in Q1 2024.
1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Plato Investment Management's 13F filing for Q3 2024, filed 6 Nov 2024.