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Sicart Associates’s Dow Inc DOW Stock Holding History

Sicart Associates’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
Q3 		– Sell
-4,272
Closed -$220K – 79
2022
Q2 		$220K Hold
4,272
– – 0.07% 75
2022
Q1 		$272K Sell
4,272
-3,538
-45% -$213K 0.07% 75
2021
Q4 		$443K Hold
7,810
– – 0.12% 71
2021
Q3 		$450K Sell
7,810
-427
-5% -$26.1K 0.12% 72
2021
Q2 		$521K Hold
8,237
– – 0.12% 69
2021
Q1 		$527K Hold
8,237
– – 0.14% 65
2020
Q4 		$457K Sell
8,237
-1,666
-17% -$86K 0.11% 76
2020
Q3 		$466K Hold
9,903
– – 0.14% 71
2020
Q2 		$404K Hold
9,903
– – 0.13% 74
2020
Q1 		$290K Buy
9,903
+333
+3% +$14.2K 0.11% 75
2019
Q4 		$524K Hold
9,570
– – 0.17% 69
2019
Q3 		$456K Hold
9,570
– – 0.15% 71
2019
Q2 		$472K Buy
+9,570
New +$505K 0.19% 60

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return