UBS O'Connor’s Dow Inc DOW Stock Holding History

UBS O'Connor’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 Q1	–	Sell	-261,700	Closed	-$10.5M	–	374
2024 Q4	$10.5M	Buy	+261,700	New	+$12.2M	0.26%	53

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

UBS O'Connor's DOW Position: Q1 2025 in Review

UBS O'Connor sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 261,700 shares — an estimated $10.5M sold.

UBS O'Connor first reported a position in DOW in Q4 2024 and held it in 1 quarter. The position peaked at $10.5M in Q4 2024. 1,343 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

UBS O'Connor reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
UBS O'Connor sold 261,700 Dow Inc shares in Q1 2025, an estimated $10.5M.
UBS O'Connor first reported a position in Dow Inc in Q4 2024 and held it in 1 quarter.
UBS O'Connor's Dow Inc position peaked at $10.5M in Q4 2024.
1,343 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on UBS O'Connor's 13F filing for Q1 2025, filed 15 May 2025.