Aldebaran Financial’s Dow Inc DOW Stock Holding History

Aldebaran 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	-4,075	Closed	-$236K	–	66
2024 Q1	$236K	Sell	4,075 -450	-10%	-$24.9K	0.33%	56
2023 Q4	$248K	Hold	4,525	–	–	0.37%	57
2023 Q3	$233K	Hold	4,525	–	–	0.36%	58
2023 Q2	$241K	Buy	4,525 +100	+2%	+$5.32K	0.33%	60
2023 Q1	$243K	Sell	4,425 -2,000	-31%	-$113K	0.31%	64
2022 Q4	$324K	Buy	6,425 +209	+3%	+$10.2K	0.35%	63
2022 Q3	$280K	Buy	6,216 +175	+3%	+$8.87K	0.31%	65
2022 Q2	$303K	Sell	6,041 -1,000	-14%	-$64K	0.32%	65
2022 Q1	$449K	Buy	7,041 +650	+10%	+$39.2K	0.35%	60
2021 Q4	$362K	Buy	6,391 +325	+5%	+$18.5K	0.27%	65
2021 Q3	$349K	Buy	6,066 +1,075	+22%	+$65.8K	0.28%	61
2021 Q2	$318K	Buy	+4,991	New	+$330K	0.26%	66

Other funds holding DOW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return