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Evelyn Partners Investment Management Services’s Dole DOLE Stock Holding History

Evelyn Partners Investment Management Services’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-285
Closed -$3.99K – 268
2025
Q2 		$3.99K Hold
285
– – ﹤0.01% 245
2025
Q1 		$4.12K Hold
285
– – ﹤0.01% 245
2024
Q4 		$3.86K Buy
+285
New +$4.38K ﹤0.01% 251

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BlackRock
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RRAM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Evelyn Partners Investment Management Services's DOLE Position: Q3 2025 in Review

Evelyn Partners Investment Management Services sold out of Dole (DOLE) in Q3 2025, closing a stake of 285 shares — an estimated $3.99K sold.

Evelyn Partners Investment Management Services first reported a position in DOLE in Q4 2024 and held it in 3 quarters. The position peaked at $4.12K in Q1 2025. 194 funds tracked by Wall St. Rank hold DOLE as of Q3 2025.

  • Evelyn Partners Investment Management Services reported no remaining Dole position as of Q3 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 285 Dole shares in Q3 2025, an estimated $3.99K.
  • Evelyn Partners Investment Management Services first reported a position in Dole in Q4 2024 and held it in 3 quarters.
  • Evelyn Partners Investment Management Services's Dole position peaked at $4.12K in Q1 2025.
  • 194 funds tracked by Wall St. Rank held Dole as of Q3 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q3 2025, filed 14 Nov 2025.