Great Diamond Partners’s Dow Inc DOW Stock Holding History

Great Diamond Partners’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	–	Sell	-3,888	Closed	-$212K	–	190
2024 Q3	$212K	Sell	3,888 -109	-3%	-$5.75K	0.05%	184
2024 Q2	$212K	Hold	3,997	–	–	0.05%	202
2024 Q1	$232K	Sell	3,997 -200	-5%	-$11.1K	0.05%	205
2023 Q4	$230K	Sell	4,197 -209	-5%	-$10.7K	0.06%	211
2023 Q3	$227K	Buy	4,406 +313	+8%	+$16.8K	0.06%	206
2023 Q2	$218K	Hold	4,093	–	–	0.06%	207
2023 Q1	$224K	Sell	4,093 -53	-1%	-$2.98K	0.07%	205
2022 Q4	$209K	Buy	+4,146	New	+$203K	0.06%	206
2022 Q3	–	Sell	-4,459	Closed	-$230K	–	200
2022 Q2	$230K	Hold	4,459	–	–	0.08%	190
2022 Q1	$284K	Hold	4,459	–	–	0.08%	180
2021 Q4	$252K	Sell	4,459 -28	-0.6%	-$1.6K	0.06%	192
2021 Q3	$258K	Buy	4,487 +28	+0.6%	+$1.71K	0.07%	179
2021 Q2	$282K	Hold	4,459	–	–	0.08%	165
2021 Q1	$285K	Sell	4,459 -100	-2%	-$5.98K	0.09%	155
2020 Q4	$253K	Sell	4,559 -752	-14%	-$38.8K	0.08%	156
2020 Q3	$249K	Buy	5,311 +313	+6%	+$14.1K	0.09%	138
2020 Q2	$203K	Buy	+4,998	New	+$183K	0.08%	143
2020 Q1	–	Sell	-4,891	Closed	-$267K	–	254
2019 Q4	$267K	Buy	+4,891	New	+$253K	0.1%	123

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

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return