Greystone Financial Group’s Dow Inc DOW Stock Holding History

Greystone Financial 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 Q4	–	Sell	-222,554	Closed	-$12.2M	–	98
2024 Q3	$12.2M	Buy	222,554 +37,594	+20%	+$1.98M	2.17%	16
2024 Q2	$9.81M	Sell	184,960 -2,254	-1%	-$129K	1.92%	18
2024 Q1	$10.8M	Buy	187,214 +17,513	+10%	+$968K	2.16%	12
2023 Q4	$9.31M	Buy	169,701 +8,062	+5%	+$412K	2.15%	14
2023 Q3	$8.33M	Buy	161,639 +20,205	+14%	+$1.08M	2.08%	17
2023 Q2	$7.53M	Sell	141,434 -1,742	-1%	-$92.6K	1.75%	22
2023 Q1	$7.85M	Sell	143,176 -9	-0%	-$506	1.98%	19
2022 Q4	$7.22M	Buy	143,185 +1,095	+0.8%	+$53.5K	2.12%	30
2022 Q3	$6.24M	Buy	+142,090	New	+$7.2M	2.12%	31

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 $653B AUM 32.41% 1-Year Est. Return

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