Douglas Lane & Associates’s Dow Inc DOW Stock Holding History

Douglas Lane & Associates’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 Q2	–	Sell	-4,885	Closed	-$283K	–	237
2024 Q1	$283K	Buy	4,885 +163	+3%	+$9.01K	﹤0.01%	212
2023 Q4	$259K	Sell	4,722 -607	-11%	-$31K	﹤0.01%	216
2023 Q3	$275K	Buy	5,329 +21	+0.4%	+$1.13K	﹤0.01%	209
2023 Q2	$283K	Hold	5,308	–	–	﹤0.01%	203
2023 Q1	$291K	Hold	5,308	–	–	﹤0.01%	203
2022 Q4	$267K	Hold	5,308	–	–	﹤0.01%	206
2022 Q3	$233K	Sell	5,308 -128	-2%	-$6.49K	﹤0.01%	202
2022 Q2	$281K	Sell	5,436 -153	-3%	-$9.8K	﹤0.01%	196
2022 Q1	$356K	Sell	5,589 -158	-3%	-$9.53K	0.01%	196
2021 Q4	$326K	Sell	5,747 -212	-4%	-$12.1K	﹤0.01%	199
2021 Q3	$343K	Buy	5,959 +602	+11%	+$36.9K	﹤0.01%	192
2021 Q2	$339K	Buy	5,357 +384	+8%	+$25.4K	﹤0.01%	187
2021 Q1	$318K	Buy	4,973 +1,324	+36%	+$79.2K	﹤0.01%	186
2020 Q4	$203K	Buy	+3,649	New	+$188K	﹤0.01%	209
2020 Q1	–	Sell	-4,933	Closed	-$270K	–	201
2019 Q4	$270K	Sell	4,933 -532	-10%	-$27.5K	0.01%	191
2019 Q3	$260K	Sell	5,465 -17	-0.3%	-$796	0.01%	193
2019 Q2	$270K	Buy	+5,482	New	+$289K	0.01%	194

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

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 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