BSW
DOV icon

Buckingham Strategic Wealth’s Dover DOV Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$767K Buy
4,250
+2,006
+89% +$359K 0.01% 381
2024
Q1 		$398K Buy
2,244
+11
+0.5% +$1.77K ﹤0.01% 519
2023
Q4 		$343K Buy
2,233
+14
+0.6% +$1.96K ﹤0.01% 534
2023
Q3 		$310K Sell
2,219
-71
-3% -$10.3K ﹤0.01% 520
2023
Q2 		$338K Buy
2,290
+248
+12% +$35.4K ﹤0.01% 508
2023
Q1 		$277K Hold
2,042
– – 0.01% 498
2022
Q4 		$277K Sell
2,042
-66
-3% -$8.77K 0.01% 500
2022
Q3 		$246K Buy
2,108
+256
+14% +$32.7K 0.01% 510
2022
Q2 		$225K Buy
+1,852
New +$250K ﹤0.01% 531
2019
Q3 		– Sell
-5,506
Closed -$552K – 437
2019
Q2 		$552K Hold
5,506
– – 0.06% 228
2019
Q1 		$516K Hold
5,506
– – 0.07% 218
2018
Q4 		$391K Hold
5,506
– – 0.06% 227
2018
Q3 		$487K Hold
5,506
– – 0.07% 195
2018
Q2 		$403K Buy
+5,506
New +$421K 0.07% 215
2018
Q1 		– Sell
-6,785
Closed -$554K – 322
2017
Q4 		$554K Buy
6,785
+30
+0.4% +$2.32K 0.12% 160
2017
Q3 		$499K Sell
6,755
-1,398
-17% -$97.1K 0.12% 154
2017
Q2 		$528K Buy
8,153
+1,186
+17% +$77.3K 0.12% 154
2017
Q1 		$452K Hold
6,967
– – 0.13% 147
2016
Q4 		$422K Hold
6,967
– – 0.14% 133
2016
Q3 		$414K Hold
6,967
– – 0.14% 123
2016
Q2 		$390K Hold
6,967
– – 0.13% 129
2016
Q1 		$362K Buy
6,967
+576
+9% +$27.9K 0.12% 129
2015
Q4 		$316K Buy
+6,391
New +$324K 0.11% 131
2015
Q3 		– Sell
-3,952
Closed -$224K – 218
2015
Q2 		$224K Hold
3,952
– – 0.07% 194
2015
Q1 		$221K Buy
+3,952
New +$228K 0.08% 191

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Buckingham Strategic Wealth's DOV Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Dover (DOV) stake by 89% in Q2 2024, buying an estimated $359K and bringing the position to 4,250 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #381.

Buckingham Strategic Wealth first reported a position in DOV in Q1 2015 and has held it in 25 quarters since. 953 funds tracked by Wall St. Rank hold DOV as of Q2 2024.

  • Buckingham Strategic Wealth held 4,250 shares of Dover worth $767K as of Q2 2024.
  • Buckingham Strategic Wealth bought 2,006 Dover shares in Q2 2024, an estimated $359K.
  • Dover made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #381 holding.
  • Buckingham Strategic Wealth first reported a position in Dover in Q1 2015 and has held it in 25 quarters since.
  • 953 funds tracked by Wall St. Rank held Dover as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.