Paloma Partners’s Dow Inc DOW Stock Holding History

Paloma Partners’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
2025 Q1	–	Sell	-5,000	Closed	-$201K	–	175
2024 Q4	$201K	Sell	5,000 -69,588	-93%	-$3.25M	0.01%	243
2024 Q3	$4.07M	Buy	74,588 +70,296	+1,638%	+$3.71M	0.22%	167
2024 Q2	$228K	Buy	+4,292	New	+$245K	0.02%	973
2024 Q1	–	Sell	-69,808	Closed	-$3.83M	–	867
2023 Q4	$3.83M	Buy	69,808 +43,691	+167%	+$2.23M	0.63%	158
2023 Q3	$1.35M	Buy	+26,117	New	+$1.4M	0.28%	308
2023 Q2	–	Hold	0	–	–	–	855
2023 Q1	–	Sell	-18,345	Closed	-$1.03M	–	847
2022 Q4	$924K	Sell	18,345 -28,511	-61%	-$1.39M	0.2%	374
2022 Q3	$2.06M	Buy	46,856 +36,890	+370%	+$1.87M	0.4%	179
2022 Q2	$514K	Buy	9,966 +2,926	+42%	+$187K	0.05%	610
2022 Q1	$448K	Sell	7,040 -173,354	-96%	-$10.5M	0.03%	847
2021 Q4	$10.2M	Buy	+180,394	New	+$10.3M	0.33%	94
2021 Q3	–	Sell	-11,151	Closed	-$706K	–	1298
2021 Q2	$706K	Sell	11,151 -6,310	-36%	-$417K	0.02%	813
2021 Q1	$1.12M	Sell	17,461 -9,380	-35%	-$561K	0.03%	640
2020 Q4	$1.49M	Buy	26,841 +21,062	+364%	+$1.09M	0.06%	448
2020 Q3	$272K	Sell	5,779 -107,699	-95%	-$4.84M	0.01%	1550
2020 Q2	$4.63M	Buy	113,478 +102,846	+967%	+$3.76M	0.1%	318
2020 Q1	$311K	Buy	+10,632	New	+$452K	0.03%	672

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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