Cutler Group’s Dow Inc DOW Stock Holding History

Cutler Group’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	-8,113	Closed	-$448K	–	2658
2023 Q4	$444K	Buy	+8,113	New	+$415K	0.06%	460
2023 Q3	–	Sell	-5,552	Closed	-$298K	–	3971
2023 Q2	$295K	Buy	5,552 +5,494	+9,472%	+$292K	0.07%	486
2023 Q1	$3K	Sell	58 -2,316	-98%	-$130K	﹤0.01%	2939
2022 Q4	$119K	Buy	+2,374	New	+$116K	0.01%	1065
2022 Q3	–	Sell	-1,160	Closed	-$58.8K	–	5082
2022 Q2	$59K	Sell	1,160 -850	-42%	-$54.4K	0.01%	1825
2022 Q1	$128K	Sell	2,010 -29,022	-94%	-$1.75M	0.01%	1516
2021 Q4	$1.76M	Sell	31,032 -3,053	-9%	-$174K	0.12%	286
2021 Q3	$1.96M	Buy	+34,085	New	+$2.09M	0.15%	247
2020 Q4	–	Sell	-6,567	Closed	-$339K	–	5020
2020 Q3	$308K	Buy	6,567 +6,420	+4,367%	+$288K	0.03%	719
2020 Q2	$5K	Buy	+147	New	+$5.38K	﹤0.01%	3281
2020 Q1	–	Sell	-55,734	Closed	-$2.37M	–	4213
2019 Q4	$3.05M	Buy	+55,734	New	+$2.88M	0.25%	98

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