WCM
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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.47T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return