Essex Investment Management’s Dover DOV Stock Holding History

Essex Investment 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
2023 Q1	–	Sell	-156	Closed	-$21K	–	397
2022 Q4	$21K	Hold	156	–	–	﹤0.01%	344
2022 Q3	$18K	Hold	156	–	–	﹤0.01%	348
2022 Q2	$19K	Hold	156	–	–	﹤0.01%	357
2022 Q1	$24K	Hold	156	–	–	﹤0.01%	343
2021 Q4	$28K	Hold	156	–	–	﹤0.01%	354
2021 Q3	$24K	Hold	156	–	–	﹤0.01%	372
2021 Q2	$23K	Hold	156	–	–	﹤0.01%	373
2021 Q1	$21K	Hold	156	–	–	﹤0.01%	401
2020 Q4	$20K	Hold	156	–	–	﹤0.01%	415
2020 Q3	$17K	Hold	156	–	–	﹤0.01%	412
2020 Q2	$15K	Hold	156	–	–	﹤0.01%	375
2020 Q1	$13K	Hold	156	–	–	﹤0.01%	358
2019 Q4	$18K	Hold	156	–	–	﹤0.01%	437
2019 Q3	$16K	Hold	156	–	–	﹤0.01%	434
2019 Q2	$16K	Hold	156	–	–	﹤0.01%	442
2019 Q1	$15K	Hold	156	–	–	﹤0.01%	442
2018 Q4	$11K	Buy	+156	New	+$12.7K	﹤0.01%	442

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Essex Investment Management's DOV Position: Q1 2023 in Review

Essex Investment Management sold out of Dover (DOV) in Q1 2023, closing a stake of 156 shares — an estimated $21K sold.

Essex Investment Management first reported a position in DOV in Q4 2018 and held it in 17 quarters. The position peaked at $28K in Q4 2021. 881 funds tracked by Wall St. Rank hold DOV as of Q1 2023.

Essex Investment Management reported no remaining Dover position as of Q1 2023 after selling out during the quarter.
Essex Investment Management sold 156 Dover shares in Q1 2023, an estimated $21K.
Essex Investment Management first reported a position in Dover in Q4 2018 and held it in 17 quarters.
Essex Investment Management's Dover position peaked at $28K in Q4 2021.
881 funds tracked by Wall St. Rank held Dover as of Q1 2023.

Based on Essex Investment Management's 13F filing for Q1 2023, filed 4 May 2023.