HeadInvest LLC’s Dover DOV Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-231	Closed	-$31.8K	–	344
2023 Q3	$31.8K	Buy	+231	New	+$33.4K	0.01%	399

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HeadInvest LLC's DOV Position: Q4 2023 in Review

HeadInvest LLC sold out of Dover (DOV) in Q4 2023, closing a stake of 231 shares — an estimated $31.8K sold.

HeadInvest LLC first reported a position in DOV in Q3 2023 and held it in 1 quarter. The position peaked at $31.8K in Q3 2023. 886 funds tracked by Wall St. Rank hold DOV as of Q4 2023.

HeadInvest LLC reported no remaining Dover position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 231 Dover shares in Q4 2023, an estimated $31.8K.
HeadInvest LLC first reported a position in Dover in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Dover position peaked at $31.8K in Q3 2023.
886 funds tracked by Wall St. Rank held Dover as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.