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Geller Advisors’s Dover DOV Stock Holding History

Geller Advisors’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
2024
Q4 		$213K Buy
+1,136
New +$222K 0.01% 249
2024
Q3 		– Sell
-1,190
Closed -$215K – 268
2024
Q2 		$215K Buy
1,190
+27
+2% +$4.83K 0.02% 252
2024
Q1 		$206K Buy
+1,163
New +$187K 0.02% 270
2023
Q3 		– Sell
-1,444
Closed -$213K – 256
2023
Q2 		$213K Buy
+1,444
New +$206K 0.03% 239

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geller Advisors's DOV Position: Q4 2024 in Review

Geller Advisors opened a new position in Dover (DOV) in Q4 2024: 1,136 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #249 among its holdings. This is a return to the name: Geller Advisors previously reported a position in DOV as recently as Q2 2024.

Geller Advisors first reported a position in DOV in Q2 2023 and has held it in 4 quarters since. The position peaked at $215K in Q2 2024. 1,050 funds tracked by Wall St. Rank hold DOV as of Q4 2024.

  • Geller Advisors held 1,136 shares of Dover worth $213K as of Q4 2024.
  • Dover was a new Geller Advisors position in Q4 2024.
  • Dover made up 0.01% of Geller Advisors's portfolio in Q4 2024, its #249 holding.
  • Geller Advisors first reported a position in Dover in Q2 2023 and has held it in 4 quarters since.
  • Geller Advisors's Dover position peaked at $215K in Q2 2024.
  • 1,050 funds tracked by Wall St. Rank held Dover as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.