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QP
Quilter Plc’s
Dow Inc
DOW
Stock Holding History
Quilter Plc’s Portfolio
DOW Stock Details
DOW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-1,588
Closed
-$1.58M
–
153
2023
Q3
$1.58M
Hold
1,588
–
–
0.01%
143
2023
Q2
$1.58M
Sell
1,588
-59
-4%
-$3.14K
0.01%
151
2023
Q1
$1.64M
Buy
+1,647
New
+$92.7K
0.01%
140
2021
Q4
–
Sell
-8,580
Closed
-$494K
–
193
2021
Q3
$494K
Sell
8,580
-110
-1%
-$6.73K
0.01%
179
2021
Q2
$550K
Sell
8,690
-746
-8%
-$49.3K
0.02%
175
2021
Q1
$603K
Sell
9,436
-1,166
-11%
-$69.8K
0.02%
176
2020
Q4
$589K
Sell
10,602
-884
-8%
-$45.6K
0.02%
154
2020
Q3
$541K
Sell
11,486
-2,633
-19%
-$118K
0.02%
143
2020
Q2
$576K
Sell
14,119
-1,359
-9%
-$49.7K
0.03%
132
2020
Q1
$452K
Sell
15,478
-3,757
-20%
-$160K
0.03%
134
2019
Q4
$1.05M
Buy
+19,235
New
+$994K
0.06%
109
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
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$1.56T AUM
27.86%
1-Year Est. Return
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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