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SFM
Signet Financial Management’s
Dow Inc
DOW
Stock Holding History
Signet Financial Management’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
2024
Q1
–
Sell
-5,218
Closed
-$286K
–
275
2023
Q4
$286K
Sell
5,218
-1,325
-20%
-$67.7K
0.04%
231
2023
Q3
$337K
Sell
6,543
-766
-10%
-$41.1K
0.06%
212
2023
Q2
$389K
Sell
7,309
-127
-2%
-$6.75K
0.06%
208
2023
Q1
$408K
Buy
7,436
+193
+3%
+$10.9K
0.07%
204
2022
Q4
$365K
Sell
7,243
-730
-9%
-$35.7K
0.07%
206
2022
Q3
$350K
Buy
7,973
+105
+1%
+$5.32K
0.07%
196
2022
Q2
$406K
Sell
7,868
-514
-6%
-$32.9K
0.08%
185
2022
Q1
$534K
Buy
8,382
+7,822
+1,397%
+$472K
0.09%
169
2021
Q4
$32K
Buy
+560
New
+$31.9K
﹤0.01%
667
2020
Q2
–
Sell
-9,070
Closed
-$306K
–
228
2020
Q1
$306K
Sell
9,070
-82
-0.9%
-$3.48K
0.07%
195
2019
Q4
$501K
Buy
9,152
+2
+0%
+$103
0.09%
181
2019
Q3
$511K
Sell
9,150
-238
-3%
-$11.1K
0.1%
173
2019
Q2
$461K
Buy
+9,388
New
+$496K
0.09%
170
Other funds holding DOW
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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
New York
$1.47T AUM
27.86%
1-Year Est. Return
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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
Norges Bank
Oslo, Norway
$935B AUM
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
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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