LBMC Investment Advisors’s Dow Inc DOW Stock Holding History

LBMC Investment Advisors’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	-4,398	Closed	-$240K	–	202
2024 Q3	$240K	Hold	4,398	–	–	0.02%	175
2024 Q2	$233K	Hold	4,398	–	–	0.02%	170
2024 Q1	$255K	Hold	4,398	–	–	0.02%	150
2023 Q4	$241K	Hold	4,398	–	–	0.02%	143
2023 Q3	$224K	Hold	4,398	–	–	0.02%	139
2023 Q2	$234K	Buy	4,398 +125	+3%	+$6.64K	0.02%	147
2023 Q1	$234K	Hold	4,273	–	–	0.02%	144
2022 Q4	$215K	Buy	+4,273	New	+$209K	0.02%	147
2022 Q3	–	Sell	-4,273	Closed	-$221K	–	154
2022 Q2	$221K	Hold	4,273	–	–	0.02%	141
2022 Q1	$272K	Hold	4,273	–	–	0.02%	127
2021 Q4	$242K	Hold	4,273	–	–	0.02%	150
2021 Q3	$246	Hold	4,273	–	–	0.02%	142
2021 Q2	$270K	Hold	4,273	–	–	0.03%	135
2021 Q1	$273K	Hold	4,273	–	–	0.03%	111
2020 Q4	$237K	Sell	4,273 -1	-0%	-$52	0.03%	114
2020 Q3	$201K	Buy	+4,274	New	+$192K	0.03%	115
2020 Q1	–	Sell	-4,229	Closed	-$231K	–	97
2019 Q4	$231K	Sell	4,229 -65	-2%	-$3.36K	0.03%	89
2019 Q3	$205K	Buy	+4,294	New	+$201K	0.03%	95

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