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Compagnie Lombard Odier SCmA’s Dow Inc DOW Stock Holding History

Compagnie Lombard Odier SCmA’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
Q4 		– Hold
0
– – – 458
2024
Q3 		– Hold
0
– – – 472
2023
Q1 		– Sell
-1,164
Closed -$59K – 638
2022
Q4 		$59K Buy
+1,164
New +$56.9K ﹤0.01% 455
2022
Q3 		– Hold
0
– – – 659
2022
Q2 		– Hold
0
– – – 621
2020
Q3 		– Sell
-43
Closed -$2K – 544
2020
Q2 		$2K Hold
43
– – ﹤0.01% 513
2020
Q1 		$1K Hold
43
– – ﹤0.01% 491
2019
Q4 		$2K Hold
43
– – ﹤0.01% 498
2019
Q3 		$2K Sell
43
-226
-84% -$10.6K ﹤0.01% 502
2019
Q2 		$13K Buy
+269
New +$14.2K ﹤0.01% 444

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return