CSWM
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Cassady Schiller Wealth Management’s Dover DOV Stock Holding History

Cassady Schiller Wealth Management’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
Q4 		$15.8K Buy
84
+32
+62% +$6.26K 0.01% 303
2024
Q3 		$9.97K Hold
52
– – ﹤0.01% 319
2024
Q2 		$9.38K Hold
52
– – ﹤0.01% 320
2024
Q1 		$9.21K Hold
52
– – ﹤0.01% 339
2023
Q4 		$8K Hold
52
– – ﹤0.01% 338
2023
Q3 		$7.25K Hold
52
– – ﹤0.01% 349
2023
Q2 		$7.68K Hold
52
– – ﹤0.01% 358
2023
Q1 		$7.9K Hold
52
– – ﹤0.01% 337
2022
Q4 		$7.04K Buy
+52
New +$6.91K ﹤0.01% 341
2022
Q1 		– Sell
-56
Closed -$10K – 239
2021
Q4 		$10K Buy
+56
New +$9.5K 0.01% 314

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cassady Schiller Wealth Management's DOV Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Dover (DOV) stake by 62% in Q4 2024, buying an estimated $6.26K and bringing the position to 84 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #303.

Cassady Schiller Wealth Management first reported a position in DOV in Q4 2021 and has held it in 10 quarters since. 1,052 funds tracked by Wall St. Rank hold DOV as of Q4 2024.

  • Cassady Schiller Wealth Management held 84 shares of Dover worth $15.8K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 32 Dover shares in Q4 2024, an estimated $6.26K.
  • Dover made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #303 holding.
  • Cassady Schiller Wealth Management first reported a position in Dover in Q4 2021 and has held it in 10 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Dover as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.