Westwood Holdings Group’s Dow Inc DOW Stock Holding History

Westwood Holdings Group’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 Q4	–	Sell	-38,681	Closed	-$2.11M	–	486
2024 Q3	$2.11M	Buy	38,681 +27	+0.1%	+$1.43K	0.01%	330
2024 Q2	$2.05M	Buy	38,654 +18,781	+95%	+$1.07M	0.01%	314
2024 Q1	$1.15M	Buy	+19,873	New	+$1.1M	0.01%	351
2022 Q4	–	Sell	-17,485	Closed	-$768K	–	573
2022 Q3	$768K	Sell	17,485 -245	-1%	-$12.4K	0.01%	338
2022 Q2	$915K	Buy	17,730 +19	+0.1%	+$1.22K	0.01%	352
2022 Q1	$1.13M	Buy	+17,711	New	+$1.07M	0.01%	351
2021 Q3	–	Sell	-3,533	Closed	-$224K	–	443
2021 Q2	$224K	Hold	3,533	–	–	﹤0.01%	424
2021 Q1	$226K	Buy	+3,533	New	+$211K	﹤0.01%	440
2020 Q1	–	Sell	-3,777	Closed	-$207K	–	434
2019 Q4	$207K	Buy	+3,777	New	+$195K	﹤0.01%	444
2019 Q3	–	Sell	-4,307	Closed	-$212K	–	481
2019 Q2	$212K	Buy	+4,307	New	+$227K	﹤0.01%	443

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

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

JP Morgan Chase

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return