Boston Family Office’s Dow Inc DOW Stock Holding History

Boston Family Office’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	-3,916	Closed	-$215K	–	265
2023 Q4	$215K	Hold	3,916	–	–	0.02%	243
2023 Q3	$202K	Hold	3,916	–	–	0.02%	246
2023 Q2	$208K	Hold	3,916	–	–	0.02%	246
2023 Q1	$214K	Buy	+3,916	New	+$220K	0.02%	246
2022 Q3	–	Sell	-4,557	Closed	-$235K	–	264
2022 Q2	$235K	Hold	4,557	–	–	0.02%	248
2022 Q1	$290K	Sell	4,557 -220	-5%	-$13.3K	0.02%	247
2021 Q4	$271K	Buy	4,777 +81	+2%	+$4.62K	0.02%	256
2021 Q3	$270K	Sell	4,696 -356	-7%	-$21.8K	0.02%	251
2021 Q2	$320K	Sell	5,052 -1,671	-25%	-$110K	0.02%	238
2021 Q1	$432K	Sell	6,723 -645	-9%	-$38.6K	0.03%	214
2020 Q4	$409K	Hold	7,368	–	–	0.03%	212
2020 Q3	$347K	Sell	7,368 -691	-9%	-$31K	0.03%	206
2020 Q2	$328K	Sell	8,059 -3,497	-30%	-$128K	0.03%	208
2020 Q1	$338K	Hold	11,556	–	–	0.04%	198
2019 Q4	$632K	Sell	11,556 -1,699	-13%	-$87.8K	0.06%	173
2019 Q3	$632K	Hold	13,255	–	–	0.07%	169
2019 Q2	$654K	Buy	+13,255	New	+$700K	0.07%	171

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

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 Oslo, Norway $935B AUM

Capital World Investors

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