Private Ocean’s Dow Inc DOW Stock Holding History

Private Ocean’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 Q2	$2.65K	Buy	50 +6	+14%	+$343	﹤0.01%	507
2024 Q1	$2.55K	Hold	44	–	–	﹤0.01%	445
2023 Q4	$2.41K	Hold	44	–	–	﹤0.01%	452
2023 Q3	$2.27K	Hold	44	–	–	﹤0.01%	439
2023 Q2	$2.34K	Sell	44 -70	-61%	-$3.72K	﹤0.01%	489
2023 Q1	$6.23K	Buy	114 +44	+63%	+$2.48K	﹤0.01%	441
2022 Q4	$3.51K	Buy	70 +1	+1%	+$49	﹤0.01%	444
2022 Q3	$3K	Sell	69 -86	-55%	-$4.36K	﹤0.01%	452
2022 Q2	$7K	Hold	155	–	–	﹤0.01%	377
2022 Q1	$10K	Sell	155 -463	-75%	-$27.9K	﹤0.01%	402
2021 Q4	$35K	Buy	618 +69	+13%	+$3.93K	﹤0.01%	310
2021 Q3	$32K	Sell	549 -166	-23%	-$10.2K	﹤0.01%	311
2021 Q2	$45K	Hold	715	–	–	0.01%	261
2021 Q1	$46K	Buy	715 +85	+13%	+$5.09K	0.01%	263
2020 Q4	$35K	Sell	630 -64	-9%	-$3.3K	0.01%	270
2020 Q3	$33K	Hold	694	–	–	0.01%	265
2020 Q2	$28K	Sell	694 -1,164	-63%	-$42.6K	0.01%	263
2020 Q1	$54K	Buy	1,858 +2	+0.1%	+$85	0.01%	200
2019 Q4	$102K	Buy	1,856 +2	+0.1%	+$103	0.02%	157
2019 Q3	$89K	Buy	1,854 +1,051	+131%	+$49.2K	0.02%	162
2019 Q2	$39K	Buy	+803	New	+$42.4K	0.01%	236

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

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

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