Systematic Portfolios’s Dow Inc DOW Stock Holding History

Systematic Portfolios’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 Q2	–	Sell	-5,796	Closed	-$336K	–	85
2024 Q1	$336K	Buy	+5,796	New	+$320K	1.1%	24

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

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Systematic Portfolios's DOW Position: Q2 2024 in Review

Systematic Portfolios sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 5,796 shares — an estimated $336K sold.

Systematic Portfolios first reported a position in DOW in Q1 2024 and held it in 1 quarter. The position peaked at $336K in Q1 2024. 1,546 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

Systematic Portfolios reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
Systematic Portfolios sold 5,796 Dow Inc shares in Q2 2024, an estimated $336K.
Systematic Portfolios first reported a position in Dow Inc in Q1 2024 and held it in 1 quarter.
Systematic Portfolios's Dow Inc position peaked at $336K in Q1 2024.
1,546 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Systematic Portfolios's 13F filing for Q2 2024, filed 14 Aug 2024.