Berman Capital Advisors’s Dover DOV Stock Holding History

Berman Capital Advisors’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
2021 Q3	$147K	Buy	951 +314	+49%	+$52K	0.02%	336
2021 Q2	$96K	Buy	637 +376	+144%	+$55.5K	0.02%	390
2021 Q1	$35K	Buy	261 +4	+2%	+$509	0.01%	603
2020 Q4	$32K	Buy	257 +17	+7%	+$2.02K	0.01%	533
2020 Q3	$26K	Sell	240 -335	-58%	-$35.9K	0.01%	506
2020 Q2	$54K	Buy	575 +444	+339%	+$41K	0.01%	309
2020 Q1	$10K	Buy	131 +5	+4%	+$530	﹤0.01%	662
2019 Q4	$14K	Hold	126	–	–	﹤0.01%	632
2019 Q3	$12K	Hold	126	–	–	﹤0.01%	656
2019 Q2	$12K	Buy	126 +71	+129%	+$6.81K	﹤0.01%	663
2019 Q1	$5K	Hold	55	–	–	﹤0.01%	858
2018 Q4	$3K	Buy	+55	New	+$4.49K	﹤0.01%	795

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

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

Berman Capital Advisors's DOV Position: Q3 2021 in Review

Berman Capital Advisors increased its Dover (DOV) stake by 49% in Q3 2021, buying an estimated $52K and bringing the position to 951 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #336.

Berman Capital Advisors first reported a position in DOV in Q4 2018 and has held it in 12 quarters since. 868 funds tracked by Wall St. Rank hold DOV as of Q3 2021.

Berman Capital Advisors held 951 shares of Dover worth $147K as of Q3 2021.
Berman Capital Advisors bought 314 Dover shares in Q3 2021, an estimated $52K.
Dover made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #336 holding.
Berman Capital Advisors first reported a position in Dover in Q4 2018 and has held it in 12 quarters since.
868 funds tracked by Wall St. Rank held Dover as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.