Armstrong Shaw Associates’s Dow Inc DOW Stock Holding History

Armstrong Shaw Associates’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
2023 Q3	$333K	Sell	6,451 -238	-4%	-$12.8K	0.35%	33
2023 Q2	$356K	Sell	6,689 -1,574	-19%	-$83.7K	0.36%	34
2023 Q1	$453K	Hold	8,263	–	–	0.44%	34
2022 Q4	$416K	Sell	8,263 -177	-2%	-$8.65K	0.41%	32
2022 Q3	$371K	Hold	8,440	–	–	0.4%	33
2022 Q2	$436K	Hold	8,440	–	–	0.44%	32
2022 Q1	$538K	Sell	8,440 -827	-9%	-$49.9K	0.45%	32
2021 Q4	$526K	Hold	9,267	–	–	0.43%	33
2021 Q3	$533K	Hold	9,267	–	–	0.47%	33
2021 Q2	$586K	Sell	9,267 -1,219	-12%	-$80.5K	0.51%	31
2021 Q1	$670K	Sell	10,486 -2,268	-18%	-$136K	0.61%	31
2020 Q4	$708K	Sell	12,754 -580	-4%	-$29.9K	0.69%	30
2020 Q3	$627K	Hold	13,334	–	–	0.74%	28
2020 Q2	$543K	Sell	13,334 -3,249	-20%	-$119K	0.66%	32
2020 Q1	$485K	Sell	16,583 -239	-1%	-$10.2K	0.62%	34
2019 Q4	$921K	Sell	16,822 -1,675	-9%	-$86.5K	0.81%	29
2019 Q3	$881K	Sell	18,497 -232	-1%	-$10.9K	0.8%	30
2019 Q2	$924K	Buy	+18,729	New	+$989K	0.84%	30

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

Pzena Investment Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

Capital World Investors

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

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return