DI
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Disciplined Investments’s Dover DOV Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-17
Closed -$2.51K – 500
2023
Q2 		$2.51K Sell
17
-2
-11% -$286 ﹤0.01% 572
2023
Q1 		$2.89K Buy
19
+2
+12% +$294 ﹤0.01% 533
2022
Q4 		$2.3K Buy
17
+7
+70% +$930 ﹤0.01% 581
2022
Q3 		$1K Sell
10
-9
-47% -$1.15K ﹤0.01% 861
2022
Q2 		$2K Buy
19
+3
+19% +$406 ﹤0.01% 638
2022
Q1 		$3K Buy
+16
New +$2.63K ﹤0.01% 568

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Disciplined Investments's DOV Position: Q3 2023 in Review

Disciplined Investments sold out of Dover (DOV) in Q3 2023, closing a stake of 17 shares — an estimated $2.51K sold.

Disciplined Investments first reported a position in DOV in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 839 funds tracked by Wall St. Rank hold DOV as of Q3 2023.

  • Disciplined Investments reported no remaining Dover position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 17 Dover shares in Q3 2023, an estimated $2.51K.
  • Disciplined Investments first reported a position in Dover in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Dover position peaked at $3K in Q1 2022.
  • 839 funds tracked by Wall St. Rank held Dover as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.