Lafayette Investments’s Dow Inc DOW Stock Holding History

Lafayette Investments’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	-4,250	Closed	-$232K	–	150
2024 Q3	$232K	Hold	4,250	–	–	0.05%	132
2024 Q2	$225K	Hold	4,250	–	–	0.05%	129
2024 Q1	$246K	Hold	4,250	–	–	0.06%	120
2023 Q4	$233K	Sell	4,250 -16	-0.4%	-$817	0.06%	119
2023 Q3	$220K	Sell	4,266 -734	-15%	-$39.4K	0.06%	116
2023 Q2	$266K	Sell	5,000 -166	-3%	-$8.82K	0.07%	104
2023 Q1	$283K	Hold	5,166	–	–	0.08%	99
2022 Q4	$260K	Hold	5,166	–	–	0.07%	101
2022 Q3	$227K	Buy	5,166 +500	+11%	+$25.4K	0.07%	105
2022 Q2	$241K	Hold	4,666	–	–	0.07%	105
2022 Q1	$297K	Hold	4,666	–	–	0.07%	102
2021 Q4	$265K	Buy	4,666 +1,000	+27%	+$57K	0.07%	111
2021 Q3	$211K	Hold	3,666	–	–	0.06%	122
2021 Q2	$232K	Buy	+3,666	New	+$242K	0.06%	110

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