Baldrige Asset Management’s Dow Inc DOW Stock Holding History

Baldrige Asset Management’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 Q1	$0	Buy	+6	New	+$338	﹤0.01%	417
2022 Q4	–	Sell	-654	Closed	-$29K	–	313
2022 Q3	$29K	Hold	654	–	–	0.01%	194
2022 Q2	$34K	Hold	654	–	–	0.02%	187
2022 Q1	$42K	Hold	654	–	–	0.02%	188
2021 Q4	$37K	Hold	654	–	–	0.01%	191
2021 Q3	$38K	Hold	654	–	–	0.02%	183
2021 Q2	$41K	Buy	+654	New	+$43.2K	0.02%	175

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Baldrige Asset Management's DOW Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in Dow Inc (DOW) in Q1 2023: 6 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings. This is a return to the name: Baldrige Asset Management previously reported a position in DOW as recently as Q3 2022.

Baldrige Asset Management first reported a position in DOW in Q2 2021 and has held it in 7 quarters since. The position peaked at $42K in Q1 2022. 1,538 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

Baldrige Asset Management held 6 shares of Dow Inc worth $0 as of Q1 2023.
Dow Inc was a new Baldrige Asset Management position in Q1 2023.
Dow Inc made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #417 holding.
Baldrige Asset Management first reported a position in Dow Inc in Q2 2021 and has held it in 7 quarters since.
Baldrige Asset Management's Dow Inc position peaked at $42K in Q1 2022.
1,538 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.