FormulaFolio Investments’s Dover DOV Stock Holding History

FormulaFolio 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
2021 Q1	–	Sell	-1,983	Closed	-$250K	–	537
2020 Q4	$250K	Buy	+1,983	New	+$236K	0.01%	568
2018 Q2	–	Sell	-14,525	Closed	-$1.15M	–	306
2018 Q1	$1.15M	Buy	+14,525	New	+$1.19M	0.07%	88
2017 Q4	–	Sell	-5,068	Closed	-$374K	–	253
2017 Q3	$374K	Sell	5,068 -5,396	-52%	-$375K	0.03%	165
2017 Q2	$678K	Buy	+10,464	New	+$682K	0.06%	103
2016 Q4	–	Sell	-16,047	Closed	-$955K	–	191
2016 Q3	$955K	Buy	+16,047	New	+$929K	0.14%	53

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 $95.5B AUM 28.4% 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

FormulaFolio Investments's DOV Position: Q1 2021 in Review

FormulaFolio Investments sold out of Dover (DOV) in Q1 2021, closing a stake of 1,983 shares — an estimated $250K sold.

FormulaFolio Investments first reported a position in DOV in Q3 2016 and held it in 5 quarters. The position peaked at $1.15M in Q1 2018. 814 funds tracked by Wall St. Rank hold DOV as of Q1 2021.

FormulaFolio Investments reported no remaining Dover position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 1,983 Dover shares in Q1 2021, an estimated $250K.
FormulaFolio Investments first reported a position in Dover in Q3 2016 and held it in 5 quarters.
FormulaFolio Investments's Dover position peaked at $1.15M in Q1 2018.
814 funds tracked by Wall St. Rank held Dover as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.