Kula Investments’s Dover DOV Stock Holding History

Kula Investments’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 Q1	$497K	Buy	3,270 +580	+22%	+$85.1K	0.12%	303
2022 Q4	$364K	Buy	+2,690	New	+$357K	0.11%	312

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kula Investments's DOV Position: Q1 2023 in Review

Kula Investments increased its Dover (DOV) stake by 22% in Q1 2023, buying an estimated $85.1K and bringing the position to 3,270 shares worth $497K. The position accounts for 0.12% of the portfolio, ranked #303.

Kula Investments first reported a position in DOV in Q4 2022 and has held it in 2 quarters since. 880 funds tracked by Wall St. Rank hold DOV as of Q1 2023.

Kula Investments held 3,270 shares of Dover worth $497K as of Q1 2023.
Kula Investments bought 580 Dover shares in Q1 2023, an estimated $85.1K.
Dover made up 0.12% of Kula Investments's portfolio in Q1 2023, its #303 holding.
Kula Investments first reported a position in Dover in Q4 2022 and has held it in 2 quarters since.
880 funds tracked by Wall St. Rank held Dover as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.