Ray Dalio
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Ray Dalio’s Dow Inc DOW Stock Holding History

Ray Dalio’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
-74,372
Closed -$4.08M – 719
2023
Q1 		$4.08M Sell
74,372
-56,186
-43% -$3.16M 0.02% 353
2022
Q4 		$6.58M Sell
130,558
-35,596
-21% -$1.74M 0.04% 312
2022
Q3 		$7.3M Sell
166,154
-415,805
-71% -$21.1M 0.04% 311
2022
Q2 		$30M Buy
581,959
+158,755
+38% +$10.2M 0.13% 150
2022
Q1 		$27M Buy
+423,204
New +$25.5M 0.11% 143
2021
Q3 		– Sell
-73,765
Closed -$4.67M – 711
2021
Q2 		$4.67M Buy
+73,765
New +$4.87M 0.03% 342
2021
Q1 		– Sell
-52,305
Closed -$2.9M – 495
2020
Q4 		$2.9M Buy
52,305
+22,547
+76% +$1.16M 0.03% 257
2020
Q3 		$1.4M Buy
+29,758
New +$1.34M 0.02% 307

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 $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ray Dalio's DOW Position: Q2 2023 in Review

Ray Dalio sold out of Dow Inc (DOW) in Q2 2023, closing a stake of 74,372 shares — an estimated $4.08M sold.

Ray Dalio first reported a position in DOW in Q3 2020 and held it in 8 quarters. The position peaked at $30M in Q2 2022. 1,513 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

  • Ray Dalio reported no remaining Dow Inc position as of Q2 2023 after selling out during the quarter.
  • Ray Dalio sold 74,372 Dow Inc shares in Q2 2023, an estimated $4.08M.
  • Ray Dalio first reported a position in Dow Inc in Q3 2020 and held it in 8 quarters.
  • Ray Dalio's Dow Inc position peaked at $30M in Q2 2022.
  • 1,513 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on Bridgewater Associates's 13F filing for Q2 2023, filed 11 Aug 2023.