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Wilen Investment Management’s Dow Inc DOW Stock Holding History

Wilen Investment 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
2022
Q3 		$70K Buy
1,600
+500
+45% +$25.4K 0.07% 70
2022
Q2 		$56K Hold
1,100
– – 0.05% 72
2022
Q1 		$70K Hold
1,100
– – 0.05% 73
2021
Q4 		$62K Hold
1,100
– – 0.05% 69
2021
Q3 		$63K Buy
+1,100
New +$67.3K 0.05% 70

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wilen Investment Management's DOW Position: Q3 2022 in Review

Wilen Investment Management increased its Dow Inc (DOW) stake by 45% in Q3 2022, buying an estimated $25.4K and bringing the position to 1,600 shares worth $70K. The position accounts for 0.07% of the portfolio, ranked #70.

Wilen Investment Management first reported a position in DOW in Q3 2021 and has held it in 5 quarters since. 1,432 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

  • Wilen Investment Management held 1,600 shares of Dow Inc worth $70K as of Q3 2022.
  • Wilen Investment Management bought 500 Dow Inc shares in Q3 2022, an estimated $25.4K.
  • Dow Inc made up 0.07% of Wilen Investment Management's portfolio in Q3 2022, its #70 holding.
  • Wilen Investment Management first reported a position in Dow Inc in Q3 2021 and has held it in 5 quarters since.
  • 1,432 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.