Symmetry Partners’s Dow Inc DOW Stock Holding History

Symmetry Partners’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
2024 Q3	–	Sell	-7,977	Closed	-$423K	–	211
2024 Q2	$423K	Hold	7,977	–	–	0.02%	323
2024 Q1	$462K	Hold	7,977	–	–	0.04%	316
2023 Q4	$441K	Sell	7,977 -6,261	-44%	-$320K	0.02%	314
2023 Q3	$734K	Sell	14,238 -865	-6%	-$46.4K	0.04%	225
2023 Q2	$804K	Sell	15,103 -729	-5%	-$38.7K	0.04%	222
2023 Q1	$868K	Buy	15,832 +729	+5%	+$41K	0.05%	203
2022 Q4	$761K	Hold	15,103	–	–	0.05%	222
2022 Q3	$663K	Hold	15,103	–	–	0.04%	239
2022 Q2	$779K	Buy	15,103 +608	+4%	+$38.9K	0.05%	219
2022 Q1	$924K	Hold	14,495	–	–	0.06%	211
2021 Q4	$822K	Buy	14,495 +257	+2%	+$14.7K	0.05%	258
2021 Q3	$841K	Hold	14,238	–	–	0.06%	266
2021 Q2	$901K	Hold	14,238	–	–	0.06%	253
2021 Q1	$910K	Buy	14,238 +118	+0.8%	+$7.06K	0.07%	223
2020 Q4	$784K	Buy	14,120 +29	+0.2%	+$1.5K	0.06%	245
2020 Q3	$663K	Buy	+14,091	New	+$633K	0.06%	248

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Norges Bank Oslo, Norway $935B AUM