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Brewin Dolphin Wealth Management’s Dole DOLE Stock Holding History

Brewin Dolphin Wealth Management’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
2022
Q2 		$7.21M Buy
851,887
+6,794
+0.8% +$74.7K 0.79% 21
2022
Q1 		$10.5M Sell
845,093
-20,577
-2% -$285K 1.17% 16
2021
Q4 		$11.5M Sell
865,670
-9,247
-1% -$129K 1.24% 19
2021
Q3 		$14.8M Buy
+874,917
New +$13.5M 1.69% 15

Other funds holding DOLE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
HAM
Harber Asset Management Asheville, North Carolina $156M AUM 2.37% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Brewin Dolphin Wealth Management's DOLE Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its Dole (DOLE) stake by 0.8% in Q2 2022, buying an estimated $74.7K and bringing the position to 851,887 shares worth $7.21M. The position accounts for 0.79% of the portfolio, ranked #21.

Brewin Dolphin Wealth Management first reported a position in DOLE in Q3 2021 and has held it in 4 quarters since. The position peaked at $14.8M in Q3 2021. 79 funds tracked by Wall St. Rank hold DOLE as of Q2 2022.

  • Brewin Dolphin Wealth Management held 851,887 shares of Dole worth $7.21M as of Q2 2022.
  • Brewin Dolphin Wealth Management bought 6,794 Dole shares in Q2 2022, an estimated $74.7K.
  • Dole made up 0.79% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #21 holding.
  • Brewin Dolphin Wealth Management first reported a position in Dole in Q3 2021 and has held it in 4 quarters since.
  • Brewin Dolphin Wealth Management's Dole position peaked at $14.8M in Q3 2021.
  • 79 funds tracked by Wall St. Rank held Dole as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.