LF
DOV icon

Lee Financial’s Dover DOV Stock Holding History

Lee Financial’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
Q1 		– Sell
-200
Closed -$30.8K – 340
2023
Q4 		$30.8K Sell
200
-12
-6% -$1.68K 0.01% 266
2023
Q3 		$29.6K Hold
212
– – 0.01% 263
2023
Q2 		$31.3K Hold
212
– – 0.01% 258
2023
Q1 		$32.2K Hold
212
– – 0.01% 261
2022
Q4 		$28.7K Buy
212
+12
+6% +$1.59K ﹤0.01% 298
2022
Q3 		$23K Hold
200
– – ﹤0.01% 314
2022
Q2 		$24K Buy
+200
New +$27K ﹤0.01% 314
2018
Q3 		– Sell
-86
Closed -$6K – 532
2018
Q2 		$6K Sell
86
-20
-19% -$1.53K ﹤0.01% 588
2018
Q1 		$8K Buy
+106
New +$8.69K ﹤0.01% 530
2017
Q3 		– Sell
-32
Closed -$2K – 490
2017
Q2 		$2K Buy
+32
New +$2.09K ﹤0.01% 460

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lee Financial's DOV Position: Q1 2024 in Review

Lee Financial sold out of Dover (DOV) in Q1 2024, closing a stake of 200 shares — an estimated $30.8K sold.

Lee Financial first reported a position in DOV in Q2 2017 and held it in 10 quarters. The position peaked at $32.2K in Q1 2023. 919 funds tracked by Wall St. Rank hold DOV as of Q1 2024.

  • Lee Financial reported no remaining Dover position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 200 Dover shares in Q1 2024, an estimated $30.8K.
  • Lee Financial first reported a position in Dover in Q2 2017 and held it in 10 quarters.
  • Lee Financial's Dover position peaked at $32.2K in Q1 2023.
  • 919 funds tracked by Wall St. Rank held Dover as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.