Syverson Strege & Co’s Dow Inc DOW Stock Holding History

Syverson Strege & 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
2023 Q2	–	Sell	-1,651	Closed	-$90.5K	–	217
2023 Q1	$90.5K	Sell	1,651 -75	-4%	-$4.22K	0.04%	96
2022 Q4	$87K	Buy	1,726 +6	+0.3%	+$293	0.04%	102
2022 Q3	$76K	Buy	1,720 +193	+13%	+$9.79K	0.04%	102
2022 Q2	$79K	Buy	1,527 +150	+11%	+$9.61K	0.03%	108
2022 Q1	$88K	Buy	1,377 +3	+0.2%	+$181	0.1%	98
2021 Q4	$78K	Buy	1,374 +219	+19%	+$12.5K	0.06%	107
2021 Q3	$66K	Buy	1,155 +1	+0.1%	+$61	0.05%	120
2021 Q2	$73K	Buy	1,154 +1	+0.1%	+$66	0.07%	106
2021 Q1	$74K	Buy	1,153 +1	+0.1%	+$60	0.08%	101
2020 Q4	$64K	Buy	+1,152	New	+$59.5K	0.06%	104

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return