DY
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Dowling & Yahnke’s Dow Inc DOW Stock Holding History

Dowling & Yahnke’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
2021
Q3 		– Sell
-3,393
Closed -$215K – 374
2021
Q2 		$215K Sell
3,393
-560
-14% -$37K 0.01% 345
2021
Q1 		$253K Sell
3,953
-241
-6% -$14.4K 0.02% 308
2020
Q4 		$233K Buy
+4,194
New +$217K 0.02% 302
2020
Q1 		– Sell
-4,017
Closed -$220K – 306
2019
Q4 		$220K Sell
4,017
-285
-7% -$14.7K 0.02% 288
2019
Q3 		$205K Buy
4,302
+69
+2% +$3.23K 0.02% 294
2019
Q2 		$209K Buy
+4,233
New +$223K 0.02% 283

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return