Sargent Bickham Lagudis’s Dow Inc DOW Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$41.6K	Sell	825 -83	-9%	-$4.05K	﹤0.01%	474
2022 Q3	$40K	Sell	908 -37	-4%	-$1.88K	﹤0.01%	452
2022 Q2	$49K	Buy	945 +71	+8%	+$4.55K	﹤0.01%	423
2022 Q1	$56K	Buy	874 +2	+0.2%	+$121	﹤0.01%	431
2021 Q4	$49K	Buy	872 +1	+0.1%	+$57	﹤0.01%	452
2021 Q3	$50K	Buy	871 +1	+0.1%	+$61	﹤0.01%	442
2021 Q2	$55K	Buy	870 +221	+34%	+$14.6K	﹤0.01%	432
2021 Q1	$41K	Buy	649 +276	+74%	+$16.5K	﹤0.01%	467
2020 Q4	$21K	Sell	373 -37	-9%	-$1.91K	﹤0.01%	554
2020 Q3	$19K	Hold	410	–	–	﹤0.01%	516
2020 Q2	$17K	Sell	410 -110	-21%	-$4.03K	﹤0.01%	511
2020 Q1	$15K	Buy	520 +35	+7%	+$1.49K	﹤0.01%	506
2019 Q4	$27K	Sell	485 -157	-24%	-$8.11K	﹤0.01%	477
2019 Q3	$31K	Hold	642	–	–	﹤0.01%	404
2019 Q2	$32K	Buy	+642	New	+$33.9K	﹤0.01%	425

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return