Little House Capital’s Dow Inc DOW Stock Holding History

Little House Capital’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	-54,584	Closed	-$2.98M	–	115
2024 Q3	$2.98M	Buy	54,584 +1,937	+4%	+$102K	0.86%	34
2024 Q2	$2.79M	Buy	52,647 +6,753	+15%	+$386K	0.87%	32
2024 Q1	$2.66M	Buy	45,894 +5,042	+12%	+$279K	0.88%	31
2023 Q4	$2.24M	Sell	40,852 -2,362	-5%	-$121K	0.82%	36
2023 Q3	$2.23M	Buy	43,214 +8,792	+26%	+$472K	0.92%	30
2023 Q2	$1.83M	Buy	34,422 +6,880	+25%	+$366K	0.78%	37
2023 Q1	$1.51M	Sell	27,542 -14,546	-35%	-$818K	0.71%	38
2022 Q4	$2.12M	Buy	42,088 +13,228	+46%	+$646K	1.05%	32
2022 Q3	$1.27M	Sell	28,860 -2,697	-9%	-$137K	0.68%	41
2022 Q2	$1.63M	Buy	31,557 +3,306	+12%	+$212K	0.88%	36
2022 Q1	$1.8M	Buy	28,251 +10,979	+64%	+$662K	0.92%	34
2021 Q4	$980K	Sell	17,272 -112	-0.6%	-$6.39K	0.52%	59
2021 Q3	$1M	Sell	17,384 -348	-2%	-$21.3K	0.59%	53
2021 Q2	$1.12M	Buy	+17,732	New	+$1.17M	0.61%	54
2021 Q1	–	Sell	-18,727	Closed	-$1.04M	–	120
2020 Q4	$1.04M	Buy	+18,727	New	+$967K	0.77%	48

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