Zullo Investment Group’s Dow Inc DOW Stock Holding History

Zullo Investment 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	-4,235	Closed	-$231K	–	150
2024 Q3	$231K	Buy	4,235 +85	+2%	+$4.49K	0.1%	140
2024 Q2	$220K	Sell	4,150 -1,090	-21%	-$62.3K	0.1%	142
2024 Q1	$304K	Buy	5,240 +69	+1%	+$3.81K	0.14%	116
2023 Q4	$284K	Buy	5,171 +216	+4%	+$11K	0.15%	114
2023 Q3	$256K	Sell	4,955 -863	-15%	-$46.3K	0.15%	117
2023 Q2	$310K	Sell	5,818 -434	-7%	-$23.1K	0.18%	104
2023 Q1	$343K	Buy	6,252 +152	+2%	+$8.55K	0.21%	95
2022 Q4	$307K	Buy	6,100 +72	+1%	+$3.52K	0.19%	101
2022 Q3	$265K	Buy	6,028 +409	+7%	+$20.7K	0.17%	106
2022 Q2	$290K	Buy	5,619 +21	+0.4%	+$1.34K	0.18%	103
2022 Q1	$357K	Buy	5,598 +519	+10%	+$31.3K	0.19%	101
2021 Q4	$288K	Buy	+5,079	New	+$290K	0.15%	121

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