JMAC Enterprises’s Dow Inc DOW Stock Holding History

JMAC Enterprises’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	-5,611	Closed	-$307K	–	175
2024 Q3	$307K	Sell	5,611 -397	-7%	-$21K	0.05%	155
2024 Q2	$319K	Sell	6,008 -298	-5%	-$17K	0.06%	149
2024 Q1	$365K	Sell	6,306 -1,021	-14%	-$56.4K	0.07%	135
2023 Q4	$402K	Buy	7,327 +102	+1%	+$5.21K	0.09%	128
2023 Q3	$373K	Sell	7,225 -251	-3%	-$13.5K	0.09%	129
2023 Q2	$398K	Sell	7,476 -120	-2%	-$6.38K	0.1%	130
2023 Q1	$416K	Sell	7,596 -17	-0.2%	-$956	0.11%	124
2022 Q4	$384K	Sell	7,613 -5,897	-44%	-$288K	0.11%	130
2022 Q3	$594K	Buy	13,510 +1,595	+13%	+$80.9K	0.17%	117
2022 Q2	$615K	Buy	11,915 +5,501	+86%	+$352K	0.16%	114
2022 Q1	$409K	Buy	6,414 +2	+0%	+$121	0.1%	134
2021 Q4	$390K	Buy	+6,412	New	+$366K	0.09%	133

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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