WoodTrust Financial’s Dow Inc DOW Stock Holding History

WoodTrust Financial’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	-3,647	Closed	-$211K	–	170
2024 Q1	$211K	Buy	+3,647	New	+$202K	0.03%	160

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WoodTrust Financial's DOW Position: Q2 2024 in Review

WoodTrust Financial sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 3,647 shares — an estimated $211K sold.

WoodTrust Financial first reported a position in DOW in Q1 2024 and held it in 1 quarter. The position peaked at $211K in Q1 2024. 1,550 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

WoodTrust Financial reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
WoodTrust Financial sold 3,647 Dow Inc shares in Q2 2024, an estimated $211K.
WoodTrust Financial first reported a position in Dow Inc in Q1 2024 and held it in 1 quarter.
WoodTrust Financial's Dow Inc position peaked at $211K in Q1 2024.
1,550 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on WoodTrust Financial's 13F filing for Q2 2024, filed 13 Aug 2024.