Shufro Rose & Co’s Dow Inc DOW Stock Holding History

Shufro Rose & Co’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	-6,539	Closed	-$262K	–	315
2024 Q4	$262K	Buy	6,539 +952	+17%	+$44.4K	0.02%	241
2024 Q3	$296K	Hold	5,587	–	–	0.02%	238
2024 Q2	$296K	Buy	5,587 +480	+9%	+$27.4K	0.02%	238
2024 Q1	$296K	Sell	5,107 -386	-7%	-$21.3K	0.02%	233
2023 Q4	$283K	Hold	5,493	–	–	0.03%	225
2023 Q3	$283K	Hold	5,493	–	–	0.03%	223
2023 Q2	$293K	Sell	5,493 -600	-10%	-$31.9K	0.03%	228
2023 Q1	$334K	Hold	6,093	–	–	0.03%	213
2022 Q4	$307K	Hold	6,093	–	–	0.03%	234
2022 Q3	$268K	Buy	6,093 +386	+7%	+$19.6K	0.03%	232
2022 Q2	$295K	Buy	+5,707	New	+$365K	0.03%	224
2021 Q1	–	Sell	-4,333	Closed	-$240K	–	313
2020 Q4	$240K	Sell	4,333 -272	-6%	-$14K	0.02%	231
2020 Q3	$217K	Sell	4,605 -1,991	-30%	-$89.4K	0.02%	235
2020 Q2	$269K	Sell	6,596 -2,533	-28%	-$92.7K	0.03%	212
2020 Q1	$267K	Sell	9,129 -1,736	-16%	-$73.8K	0.03%	212
2019 Q4	$595K	Sell	10,865 -1,246	-10%	-$64.4K	0.05%	152
2019 Q3	$577K	Buy	+12,111	New	+$567K	0.06%	145

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 $1.02T AUM 30.18% 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