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Gitterman Wealth Management’s Dover DOV Stock Holding History

Gitterman Wealth 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
Q2 		– Sell
-1,810
Closed -$275K – 87
2023
Q1 		$275K Buy
+1,810
New +$266K 0.13% 40
2021
Q3 		– Sell
-1,368
Closed -$206K – 81
2021
Q2 		$206K Buy
+1,368
New +$202K 0.17% 62

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Gitterman Wealth Management's DOV Position: Q2 2023 in Review

Gitterman Wealth Management sold out of Dover (DOV) in Q2 2023, closing a stake of 1,810 shares — an estimated $275K sold.

Gitterman Wealth Management first reported a position in DOV in Q2 2021 and held it in 2 quarters. The position peaked at $275K in Q1 2023. 899 funds tracked by Wall St. Rank hold DOV as of Q2 2023.

  • Gitterman Wealth Management reported no remaining Dover position as of Q2 2023 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,810 Dover shares in Q2 2023, an estimated $275K.
  • Gitterman Wealth Management first reported a position in Dover in Q2 2021 and held it in 2 quarters.
  • Gitterman Wealth Management's Dover position peaked at $275K in Q1 2023.
  • 899 funds tracked by Wall St. Rank held Dover as of Q2 2023.

Based on Gitterman Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.