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Capstone Financial Group’s Dover DOV Stock Holding History

Capstone Financial Group’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
2020
Q3 		$333K Buy
3,028
+50
+2% +$5.35K 0.26% 60
2020
Q2 		$288K Sell
2,978
-52
-2% -$4.8K 0.24% 60
2020
Q1 		$254K Sell
3,030
-60
-2% -$6.36K 0.26% 65
2019
Q4 		$356K Buy
+3,090
New +$331K 0.34% 48

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Capstone Financial Group's DOV Position: Q3 2020 in Review

Capstone Financial Group increased its Dover (DOV) stake by 1.7% in Q3 2020, buying an estimated $5.35K and bringing the position to 3,028 shares worth $333K. The position accounts for 0.26% of the portfolio, ranked #60.

Capstone Financial Group first reported a position in DOV in Q4 2019 and has held it in 4 quarters since. The position peaked at $356K in Q4 2019. 757 funds tracked by Wall St. Rank hold DOV as of Q3 2020.

  • Capstone Financial Group held 3,028 shares of Dover worth $333K as of Q3 2020.
  • Capstone Financial Group bought 50 Dover shares in Q3 2020, an estimated $5.35K.
  • Dover made up 0.26% of Capstone Financial Group's portfolio in Q3 2020, its #60 holding.
  • Capstone Financial Group first reported a position in Dover in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's Dover position peaked at $356K in Q4 2019.
  • 757 funds tracked by Wall St. Rank held Dover as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.