Institutional & Family Asset Management’s Dover DOV Stock Holding History

Institutional & Family Asset 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
2024 Q2	$144K	Hold	800	–	–	0.02%	161
2024 Q1	$142K	Hold	800	–	–	0.02%	160
2023 Q4	$123K	Hold	800	–	–	0.02%	167
2023 Q3	$112K	Hold	800	–	–	0.02%	168
2023 Q2	$118K	Hold	800	–	–	0.02%	167
2023 Q1	$122K	Hold	800	–	–	0.02%	157
2022 Q4	$108K	Hold	800	–	–	0.02%	165
2022 Q3	$93K	Hold	800	–	–	0.02%	172
2022 Q2	$97K	Hold	800	–	–	0.02%	173
2022 Q1	$126K	Hold	800	–	–	0.02%	175
2021 Q4	$145K	Hold	800	–	–	0.02%	177
2021 Q3	$124K	Hold	800	–	–	0.02%	214
2021 Q2	$120K	Hold	800	–	–	0.02%	219
2021 Q1	$110K	Hold	800	–	–	0.02%	253
2020 Q4	$101K	Hold	800	–	–	0.02%	244
2020 Q3	$87K	Hold	800	–	–	0.02%	232
2020 Q2	$77K	Hold	800	–	–	0.02%	263
2020 Q1	$67K	Hold	800	–	–	0.02%	248
2019 Q4	$92K	Hold	800	–	–	0.02%	248
2019 Q3	$80K	Hold	800	–	–	0.02%	245
2019 Q2	$80K	Hold	800	–	–	0.02%	258
2019 Q1	$75K	Hold	800	–	–	0.02%	274
2018 Q4	$57K	Sell	800 -400	-33%	-$32.7K	0.01%	302
2018 Q3	$106K	Hold	1,200	–	–	0.02%	256
2018 Q2	$88K	Buy	1,200 +210	+21%	+$16.1K	0.02%	287
2018 Q1	$79K	Buy	+990	New	+$81.1K	0.02%	280

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Institutional & Family Asset Management's DOV Position: Q2 2024 in Review

Institutional & Family Asset Management held its Dover (DOV) position steady in Q2 2024 at 800 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #161.

Institutional & Family Asset Management first reported a position in DOV in Q1 2018 and has held it in 26 quarters since. The position peaked at $145K in Q4 2021. 954 funds tracked by Wall St. Rank hold DOV as of Q2 2024.

Institutional & Family Asset Management held 800 shares of Dover worth $144K as of Q2 2024.
Institutional & Family Asset Management left its Dover share count unchanged in Q2 2024.
Dover made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #161 holding.
Institutional & Family Asset Management first reported a position in Dover in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Dover position peaked at $145K in Q4 2021.
954 funds tracked by Wall St. Rank held Dover as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.