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Wedge Capital Management’s Dow Inc DOW Stock Holding History

Wedge Capital 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
2023
Q4 		– Sell
-101,287
Closed -$5.22M – 493
2023
Q3 		$5.22M Sell
101,287
-987
-1% -$53K 0.1% 218
2023
Q2 		$5.45M Sell
102,274
-7,629
-7% -$406K 0.09% 269
2023
Q1 		$6.02M Sell
109,903
-19,567
-15% -$1.1M 0.1% 246
2022
Q4 		$6.52M Sell
129,470
-3,005
-2% -$147K 0.11% 243
2022
Q3 		$5.82M Buy
132,475
+28,637
+28% +$1.45M 0.1% 248
2022
Q2 		$5.36M Sell
103,838
-25,684
-20% -$1.64M 0.09% 279
2022
Q1 		$8.25M Sell
129,522
-21,098
-14% -$1.27M 0.11% 240
2021
Q4 		$8.54M Buy
150,620
+18,618
+14% +$1.06M 0.11% 254
2021
Q3 		$7.6M Buy
+132,002
New +$8.08M 0.1% 264

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wedge Capital Management's DOW Position: Q4 2023 in Review

Wedge Capital Management sold out of Dow Inc (DOW) in Q4 2023, closing a stake of 101,287 shares — an estimated $5.22M sold.

Wedge Capital Management first reported a position in DOW in Q3 2021 and held it in 9 quarters. The position peaked at $8.54M in Q4 2021. 1,596 funds tracked by Wall St. Rank hold DOW as of Q4 2023.

  • Wedge Capital Management reported no remaining Dow Inc position as of Q4 2023 after selling out during the quarter.
  • Wedge Capital Management sold 101,287 Dow Inc shares in Q4 2023, an estimated $5.22M.
  • Wedge Capital Management first reported a position in Dow Inc in Q3 2021 and held it in 9 quarters.
  • Wedge Capital Management's Dow Inc position peaked at $8.54M in Q4 2021.
  • 1,596 funds tracked by Wall St. Rank held Dow Inc as of Q4 2023.

Based on Wedge Capital Management's 13F filing for Q4 2023, filed 1 Feb 2024.