Wintrust Investments’s Dow Inc DOW Stock Holding History

Wintrust Investments’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 Q3	–	Sell	-3,754	Closed	-$200K	–	416
2023 Q2	$200K	Sell	3,754 -124	-3%	-$6.59K	0.02%	411
2023 Q1	$213K	Buy	+3,878	New	+$218K	0.03%	314
2022 Q2	–	Sell	-4,060	Closed	-$259K	–	387
2022 Q1	$259K	Buy	4,060 +94	+2%	+$5.67K	0.02%	346
2021 Q4	$225K	Buy	+3,966	New	+$226K	0.02%	385
2021 Q3	–	Sell	-3,963	Closed	-$251K	–	307
2021 Q2	$251K	Sell	3,963 -499	-11%	-$32.9K	0.03%	373
2021 Q1	$285K	Buy	+4,462	New	+$267K	0.03%	338
2020 Q4	–	Sell	-4,796	Closed	-$226K	–	221
2020 Q3	$226K	Buy	+4,796	New	+$215K	0.03%	307
2020 Q1	–	Sell	-6,921	Closed	-$379K	–	338
2019 Q4	$379K	Sell	6,921 -650	-9%	-$33.6K	0.05%	252
2019 Q3	$361K	Buy	7,571 +134	+2%	+$6.27K	0.05%	257
2019 Q2	$367K	Buy	+7,437	New	+$393K	0.06%	254

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

JP Morgan Chase

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

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

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return