Almanack Investment Partners’s Dow Inc DOW Stock Holding History

Almanack Investment Partners’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 Q4	–	Sell	-797	Closed	-$35K	–	431
2022 Q3	$35K	Buy	+797	New	+$40.4K	0.01%	308
2021 Q4	–	Sell	-3,901	Closed	-$225K	–	525
2021 Q3	$225K	Sell	3,901 -56	-1%	-$3.43K	0.02%	438
2021 Q2	$250K	Sell	3,957 -2,309	-37%	-$152K	0.02%	358
2021 Q1	$401K	Buy	6,266 +125	+2%	+$7.48K	0.04%	271
2020 Q4	$341K	Buy	6,141 +782	+15%	+$40.4K	0.04%	272
2020 Q3	$286K	Buy	5,359 +219	+4%	+$9.84K	0.04%	302
2020 Q2	$210K	Buy	+5,140	New	+$188K	0.04%	228
2020 Q1	–	Sell	-5,150	Closed	-$282K	–	276
2019 Q4	$282K	Buy	5,150 +10	+0.2%	+$517	0.05%	152
2019 Q3	$245K	Sell	5,140 -645	-11%	-$30.2K	0.05%	182
2019 Q2	$285K	Buy	+5,785	New	+$305K	0.07%	143

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

Capital World Investors

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return