Bedel Financial Consulting’s Dover DOV Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-400	Closed	-$63K	–	372
2022 Q1	$63K	Hold	400	–	–	0.02%	354
2021 Q4	$73K	Hold	400	–	–	0.02%	328
2021 Q3	$62K	Hold	400	–	–	0.02%	351
2021 Q2	$60K	Hold	400	–	–	0.02%	347
2021 Q1	$55K	Hold	400	–	–	0.02%	349
2020 Q4	$51K	Hold	400	–	–	0.02%	312
2020 Q3	$43K	Hold	400	–	–	0.02%	320
2020 Q2	$39K	Hold	400	–	–	0.02%	306
2020 Q1	$34K	Hold	400	–	–	0.02%	312
2019 Q4	$46K	Hold	400	–	–	0.03%	297
2019 Q3	$40K	Hold	400	–	–	0.02%	304
2019 Q2	$40K	Sell	400 -20	-5%	-$1.92K	0.02%	305
2019 Q1	$39K	Buy	420 +20	+5%	+$1.73K	0.02%	304
2018 Q4	$28K	Hold	400	–	–	0.02%	322
2018 Q3	$33K	Hold	400	–	–	0.02%	318
2018 Q2	$29K	Sell	400 -95	-19%	-$7.27K	0.02%	330
2018 Q1	$39K	Buy	+495	New	+$40.6K	0.03%	296

Other funds holding DOV

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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

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

Boston Partners

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

Franklin Resources

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return