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Bath Savings Trust’s Dow Inc DOW Stock Holding History

Bath Savings Trust’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
Q1 		– Sell
-3,944
Closed -$216K – 171
2023
Q4 		$216K Buy
+3,944
New +$202K 0.02% 157
2022
Q3 		– Sell
-4,283
Closed -$221K – 150
2022
Q2 		$221K Buy
4,283
+118
+3% +$7.56K 0.03% 148
2022
Q1 		$265K Buy
4,165
+505
+14% +$30.5K 0.03% 144
2021
Q4 		$208K Sell
3,660
-47
-1% -$2.68K 0.02% 160
2021
Q3 		$213K Buy
3,707
+211
+6% +$12.9K 0.02% 156
2021
Q2 		$221K Sell
3,496
-152
-4% -$10K 0.03% 156
2021
Q1 		$233K Buy
+3,648
New +$218K 0.03% 152

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return