EDRH
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Edmond de Rothschild Holding’s Dow Inc DOW Stock Holding History

Edmond de Rothschild Holding’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
2022
Q3 		– Sell
-33,257
Closed -$1.72M – 836
2022
Q2 		$1.72M Sell
33,257
-891
-3% -$57.1K 0.04% 276
2022
Q1 		$2.18M Buy
34,148
+804
+2% +$48.5K 0.05% 253
2021
Q4 		$1.89M Sell
33,344
-1,624
-5% -$92.6K 0.04% 298
2021
Q3 		$2.01M Sell
34,968
-5,789
-14% -$354K 0.05% 274
2021
Q2 		$2.58M Buy
40,757
+40,741
+254,631% +$2.69M 0.06% 234
2021
Q1 		$1K Hold
16
– – ﹤0.01% 721
2020
Q4 		$1K Hold
16
– – ﹤0.01% 639
2020
Q3 		$1K Hold
16
– – ﹤0.01% 612
2020
Q2 		$1K Hold
16
– – ﹤0.01% 606
2020
Q1 		$0 Hold
16
– – ﹤0.01% 591
2019
Q4 		$1K Sell
16
-333
-95% -$17.2K ﹤0.01% 578
2019
Q3 		$17K Sell
349
-123
-26% -$5.76K ﹤0.01% 536
2019
Q2 		$23K Buy
+472
New +$24.9K ﹤0.01% 519

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return