Kaizen Advisory’s Dover DOV Stock Holding History

Kaizen Advisory’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
2018 Q4	$26K	Sell	369 -14	-4%	-$1.14K	0.02%	463
2018 Q3	$34K	Sell	383 -10,955	-97%	-$904K	0.02%	422
2018 Q2	$830K	Buy	11,338 +7,749	+216%	+$593K	0.42%	105
2018 Q1	$285K	Buy	3,589 +3,398	+1,779%	+$278K	0.28%	43
2017 Q4	$16K	Buy	+191	New	+$14.8K	0.01%	359

Other funds holding DOV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's DOV Position: Q4 2018 in Review

Kaizen Advisory reduced its Dover (DOV) stake by 3.7% in Q4 2018, selling an estimated $1.14K and leaving 369 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #463.

Kaizen Advisory first reported a position in DOV in Q4 2017 and has held it in 5 quarters since. The position peaked at $830K in Q2 2018. 689 funds tracked by Wall St. Rank hold DOV as of Q4 2018.

Kaizen Advisory held 369 shares of Dover worth $26K as of Q4 2018.
Kaizen Advisory sold 14 Dover shares in Q4 2018, an estimated $1.14K.
Dover made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #463 holding.
Kaizen Advisory first reported a position in Dover in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Dover position peaked at $830K in Q2 2018.
689 funds tracked by Wall St. Rank held Dover as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.