PGGM Investments’s Dow Inc DOW Stock Holding History

PGGM 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	-15,074	Closed	-$823K	–	358
2024 Q3	$823K	Sell	15,074 -1,042	-6%	-$55K	0.01%	300
2024 Q2	$855K	Buy	16,116 +13,238	+460%	+$756K	0.01%	298
2024 Q1	$167K	Buy	+2,878	New	+$159K	﹤0.01%	361
2023 Q2	–	Sell	-71,366	Closed	-$3.91M	–	373
2023 Q1	$3.91M	Buy	71,366 +19,800	+38%	+$1.11M	0.07%	233
2022 Q4	$2.6M	Sell	51,566 -87,437	-63%	-$4.27M	0.05%	264
2022 Q3	$6.11M	Buy	+139,003	New	+$7.05M	0.11%	182
2021 Q3	–	Sell	-26,278	Closed	-$1.66M	–	392
2021 Q2	$1.66M	Sell	26,278 -49,380	-65%	-$3.26M	0.01%	353
2021 Q1	$4.84M	Buy	+75,658	New	+$4.53M	0.02%	311

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