Janney Capital Management’s Dow Inc DOW Stock Holding History

Janney Capital Management’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
2023 Q3	–	Sell	-4,205	Closed	-$224K	–	226
2023 Q2	$224K	Sell	4,205 -43	-1%	-$2.29K	0.02%	225
2023 Q1	$233K	Sell	4,248 -525	-11%	-$29.5K	0.02%	212
2022 Q4	$241K	Buy	+4,773	New	+$233K	0.02%	221
2022 Q3	–	Sell	-4,340	Closed	-$224K	–	212
2022 Q2	$224K	Sell	4,340 -69	-2%	-$4.42K	0.02%	184
2022 Q1	$281K	Buy	4,409 +69	+2%	+$4.16K	0.02%	173
2021 Q4	$246K	Sell	4,340 -44	-1%	-$2.51K	0.02%	193
2021 Q3	$252K	Buy	4,384 +2	+0%	+$122	0.02%	182
2021 Q2	$277K	Buy	4,382 +1	+0%	+$66	0.02%	184
2021 Q1	$280K	Sell	4,381 -15	-0.3%	-$898	0.02%	180
2020 Q4	$244K	Hold	4,396	–	–	0.02%	182
2020 Q3	$207K	Buy	+4,396	New	+$197K	0.01%	195
2020 Q1	–	Sell	-5,308	Closed	-$291K	–	191
2019 Q4	$291K	Sell	5,308 -87	-2%	-$4.5K	0.02%	179
2019 Q3	$257K	Sell	5,395 -60	-1%	-$2.81K	0.01%	187
2019 Q2	$269K	Buy	+5,455	New	+$288K	0.01%	176

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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