Bellecapital’s Dole DOLE Stock Holding History

Bellecapital’s Portfolio DOLE Stock Details DOLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-114,000	Closed	-$1.65M	–	139
2025 Q1	$1.65M	Hold	114,000	–	–	0.33%	48
2024 Q4	$1.54M	Hold	114,000	–	–	0.27%	53
2024 Q3	$1.86M	Hold	114,000	–	–	0.37%	47
2024 Q2	$1.4M	Hold	114,000	–	–	0.3%	56
2024 Q1	$1.36M	Hold	114,000	–	–	0.3%	56
2023 Q4	$1.4M	Hold	114,000	–	–	0.32%	51
2023 Q3	$1.32M	Hold	114,000	–	–	0.33%	56
2023 Q2	$1.54M	Hold	114,000	–	–	0.37%	51
2023 Q1	$1.34M	Hold	114,000	–	–	0.33%	64
2022 Q4	$1.1M	Hold	114,000	–	–	0.31%	64
2022 Q3	$832K	Buy	+114,000	New	+$1.01M	0.25%	69

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors

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

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return