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Capital Performance Advisors’s Dole DOLE Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-302
Closed -$4.92K – 857
2024
Q3 		$4.92K Buy
+302
New +$4.51K ﹤0.01% 1119

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Capital Performance Advisors's DOLE Position: Q4 2024 in Review

Capital Performance Advisors sold out of Dole (DOLE) in Q4 2024, closing a stake of 302 shares — an estimated $4.92K sold.

Capital Performance Advisors first reported a position in DOLE in Q3 2024 and held it in 1 quarter. The position peaked at $4.92K in Q3 2024. 187 funds tracked by Wall St. Rank hold DOLE as of Q4 2024.

  • Capital Performance Advisors reported no remaining Dole position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 302 Dole shares in Q4 2024, an estimated $4.92K.
  • Capital Performance Advisors first reported a position in Dole in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Dole position peaked at $4.92K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Dole as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.