Lee Financial’s Dow Inc DOW Stock Holding History

Lee Financial’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 Q1	–	Sell	-114	Closed	-$6.25K	–	341
2023 Q4	$6.25K	Hold	114	–	–	﹤0.01%	504
2023 Q3	$5.88K	Hold	114	–	–	﹤0.01%	494
2023 Q2	$6.07K	Sell	114 -1	-0.9%	-$53	﹤0.01%	478
2023 Q1	$6.3K	Sell	115 -11	-9%	-$619	﹤0.01%	494
2022 Q4	$6.35K	Hold	126	–	–	﹤0.01%	514
2022 Q3	$6K	Sell	126 -15	-11%	-$761	﹤0.01%	504
2022 Q2	$7K	Sell	141 -58	-29%	-$3.71K	﹤0.01%	500
2022 Q1	$12K	Buy	199 +72	+57%	+$4.34K	﹤0.01%	409
2021 Q4	$7K	Hold	127	–	–	﹤0.01%	547
2021 Q3	$7K	Hold	127	–	–	﹤0.01%	460
2021 Q2	$8K	Hold	127	–	–	﹤0.01%	433
2021 Q1	$8K	Buy	127 +42	+49%	+$2.51K	﹤0.01%	405
2020 Q4	$5K	Hold	85	–	–	﹤0.01%	421
2020 Q3	$4K	Sell	85 -21	-20%	-$943	﹤0.01%	471
2020 Q2	$4K	Buy	106 +85	+405%	+$3.11K	﹤0.01%	442
2020 Q1	$1K	Hold	21	–	–	﹤0.01%	463
2019 Q4	$1K	Sell	21 -96	-82%	-$4.96K	﹤0.01%	482
2019 Q3	$6K	Buy	+117	New	+$5.48K	﹤0.01%	403

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

JP Morgan Chase

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return