Baystate Wealth Management’s Dover DOV Stock Holding History

Baystate 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	$3.39K	Buy	22 +1	+5%	+$140	﹤0.01%	965
2023 Q3	$3.06K	Hold	21	–	–	﹤0.01%	752
2023 Q2	$3.23K	Hold	21	–	–	﹤0.01%	781
2023 Q1	$3.31K	Hold	21	–	–	﹤0.01%	760
2022 Q4	$3K	Hold	21	–	–	﹤0.01%	728
2022 Q3	$3K	Hold	21	–	–	﹤0.01%	691
2022 Q2	$3K	Hold	21	–	–	﹤0.01%	705
2022 Q1	$3K	Hold	21	–	–	﹤0.01%	706
2021 Q4	$4K	Hold	21	–	–	﹤0.01%	669
2021 Q3	$3K	Hold	21	–	–	﹤0.01%	642
2021 Q2	$3K	Hold	21	–	–	﹤0.01%	608
2021 Q1	$3K	Hold	21	–	–	﹤0.01%	555
2020 Q4	$3K	Hold	21	–	–	﹤0.01%	523
2020 Q3	$2K	Buy	21 +1	+5%	+$107	﹤0.01%	528
2020 Q2	$2K	Sell	20 -1	-5%	-$92	﹤0.01%	537
2020 Q1	$2K	Hold	21	–	–	﹤0.01%	494
2019 Q4	$2K	Hold	21	–	–	﹤0.01%	514
2019 Q3	$2K	Buy	21 +1	+5%	+$96	﹤0.01%	470
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	485
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	499
2018 Q4	$2K	Hold	20	–	–	﹤0.01%	505
2018 Q3	$2K	Hold	20	–	–	﹤0.01%	518
2018 Q2	$1K	Sell	20 -5	-20%	-$383	﹤0.01%	599
2018 Q1	$2K	Hold	25	–	–	﹤0.01%	497
2017 Q4	$2K	Hold	25	–	–	﹤0.01%	496
2017 Q3	$2K	Hold	25	–	–	﹤0.01%	480
2017 Q2	$2K	Hold	25	–	–	﹤0.01%	483
2017 Q1	$2K	Buy	+25	New	+$1.59K	﹤0.01%	455

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Baystate Wealth Management increased its Dover (DOV) stake by 4.8% in Q4 2023, buying an estimated $140 and bringing the position to 22 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Baystate Wealth Management first reported a position in DOV in Q1 2017 and has held it in 28 quarters since. The position peaked at $4K in Q4 2021. 886 funds tracked by Wall St. Rank hold DOV as of Q4 2023.

Baystate Wealth Management held 22 shares of Dover worth $3.39K as of Q4 2023.
Baystate Wealth Management bought 1 Dover share in Q4 2023, an estimated $140.
Dover made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #965 holding.
Baystate Wealth Management first reported a position in Dover in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's Dover position peaked at $4K in Q4 2021.
886 funds tracked by Wall St. Rank held Dover as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.