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Yorktown Management & Research Company’s Dow Inc DOW Stock Holding History

Yorktown Management & Research Company’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
2020
Q3 		– Sell
-8,300
Closed -$338K – 249
2020
Q2 		$338K Buy
+8,300
New +$304K 0.3% 116
2020
Q1 		– Sell
-23,633
Closed -$1.29M – 262
2019
Q4 		$1.29M Hold
23,633
– – 0.69% 21
2019
Q3 		$1.13M Buy
23,633
+15,300
+184% +$716K 0.61% 28
2019
Q2 		$411K Buy
+8,333
New +$440K 0.16% 167

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Yorktown Management & Research Company's DOW Position: Q3 2020 in Review

Yorktown Management & Research Company sold out of Dow Inc (DOW) in Q3 2020, closing a stake of 8,300 shares — an estimated $338K sold.

Yorktown Management & Research Company first reported a position in DOW in Q2 2019 and held it in 4 quarters. The position peaked at $1.29M in Q4 2019. 1,147 funds tracked by Wall St. Rank hold DOW as of Q3 2020.

  • Yorktown Management & Research Company reported no remaining Dow Inc position as of Q3 2020 after selling out during the quarter.
  • Yorktown Management & Research Company sold 8,300 Dow Inc shares in Q3 2020, an estimated $338K.
  • Yorktown Management & Research Company first reported a position in Dow Inc in Q2 2019 and held it in 4 quarters.
  • Yorktown Management & Research Company's Dow Inc position peaked at $1.29M in Q4 2019.
  • 1,147 funds tracked by Wall St. Rank held Dow Inc as of Q3 2020.

Based on Yorktown Management & Research Company's 13F filing for Q3 2020, filed 6 Nov 2020.