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Atticus Wealth Management’s Dover DOV Stock Holding History

Atticus Wealth Management’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-43
Closed -$6K – 575
2023
Q3 		$6K Hold
43
– – ﹤0.01% 444
2023
Q2 		$6.35K Buy
+43
New +$6.15K ﹤0.01% 434
2020
Q1 		– Sell
-5
Closed -$1K – 342
2019
Q4 		$1K Buy
+5
New +$536 ﹤0.01% 315

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atticus Wealth Management's DOV Position: Q4 2023 in Review

Atticus Wealth Management sold out of Dover (DOV) in Q4 2023, closing a stake of 43 shares — an estimated $6K sold.

Atticus Wealth Management first reported a position in DOV in Q4 2019 and held it in 3 quarters. The position peaked at $6.35K in Q2 2023. 886 funds tracked by Wall St. Rank hold DOV as of Q4 2023.

  • Atticus Wealth Management reported no remaining Dover position as of Q4 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 43 Dover shares in Q4 2023, an estimated $6K.
  • Atticus Wealth Management first reported a position in Dover in Q4 2019 and held it in 3 quarters.
  • Atticus Wealth Management's Dover position peaked at $6.35K in Q2 2023.
  • 886 funds tracked by Wall St. Rank held Dover as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.