CSat Investment Advisory’s Dover DOV Stock Holding History

CSat Investment Advisory’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
2021 Q1	$43K	Buy	312 +39	+14%	+$4.97K	0.04%	228
2020 Q4	$34K	Sell	273 -702	-72%	-$83.4K	0.03%	238
2020 Q3	$106K	Buy	975 +10	+1%	+$1.07K	0.01%	435
2020 Q2	$93K	Buy	965 +214	+28%	+$19.8K	0.01%	499
2020 Q1	$63K	Buy	751 +234	+45%	+$24.8K	0.01%	466
2019 Q4	$59K	Buy	517 +67	+15%	+$7.18K	0.02%	568
2019 Q3	$45K	Buy	450 +18	+4%	+$1.73K	0.01%	590
2019 Q2	$44K	Buy	432 +182	+73%	+$17.5K	0.02%	595
2019 Q1	$23K	Sell	250 -42	-14%	-$3.63K	0.01%	283
2018 Q4	$21K	Buy	292 +93	+47%	+$7.59K	0.01%	264
2018 Q3	$18K	Buy	199 +20	+11%	+$1.65K	0.01%	242
2018 Q2	$13K	Buy	+179	New	+$13.7K	0.01%	277

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CSat Investment Advisory's DOV Position: Q1 2021 in Review

CSat Investment Advisory increased its Dover (DOV) stake by 14% in Q1 2021, buying an estimated $4.97K and bringing the position to 312 shares worth $43K. The position accounts for 0.04% of the portfolio, ranked #228.

CSat Investment Advisory first reported a position in DOV in Q2 2018 and has held it in 12 quarters since. The position peaked at $106K in Q3 2020. 815 funds tracked by Wall St. Rank hold DOV as of Q1 2021.

CSat Investment Advisory held 312 shares of Dover worth $43K as of Q1 2021.
CSat Investment Advisory bought 39 Dover shares in Q1 2021, an estimated $4.97K.
Dover made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #228 holding.
CSat Investment Advisory first reported a position in Dover in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Dover position peaked at $106K in Q3 2020.
815 funds tracked by Wall St. Rank held Dover as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.