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Smith Anglin Financial’s Dow Inc DOW Stock Holding History

Smith Anglin Financial’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
Q2 		$338K Buy
12,752
+6,729
+112% +$196K 0.03% 153
2025
Q1 		$210K Buy
+6,023
New +$231K 0.02% 198
2024
Q4 		– Sell
-4,111
Closed -$225K – 217
2024
Q3 		$225K Buy
4,111
+36
+0.9% +$1.9K 0.02% 183
2024
Q2 		$216K Buy
4,075
+1
+0% +$57 0.02% 174
2024
Q1 		$236K Sell
4,074
-16
-0.4% -$884 0.02% 163
2023
Q4 		$224K Buy
4,090
+10
+0.2% +$511 0.03% 158
2023
Q3 		$210K Sell
4,080
-21
-0.5% -$1.13K 0.03% 162
2023
Q2 		$218K Sell
4,101
-237
-5% -$12.6K 0.03% 158
2023
Q1 		$238K Buy
4,338
+257
+6% +$14.5K 0.04% 145
2022
Q4 		$206K Buy
+4,081
New +$199K 0.04% 145
2022
Q3 		– Sell
-4,199
Closed -$217K – 142
2022
Q2 		$217K Sell
4,199
-52
-1% -$3.33K 0.06% 113
2022
Q1 		$271K Sell
4,251
-194
-4% -$11.7K 0.06% 103
2021
Q4 		$252K Buy
4,445
+114
+3% +$6.5K 0.04% 132
2021
Q3 		$249K Buy
4,331
+11
+0.3% +$673 0.05% 120
2021
Q2 		$273K Buy
4,320
+109
+3% +$7.2K 0.05% 120
2021
Q1 		$269K Buy
4,211
+9
+0.2% +$539 0.06% 115
2020
Q4 		$233K Buy
+4,202
New +$217K 0.04% 118

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return