LWMI
DOLE icon

Legacy Wealth Management (Idaho)’s Dole DOLE Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10
Closed -$136 – 830
2024
Q4 		$136 Sell
10
-1,850
-99% -$28.4K ﹤0.01% 727
2024
Q3 		$27.9K Buy
+1,860
New +$27.8K 0.02% 174

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DOLE Position: Q1 2025 in Review

Legacy Wealth Management (Idaho) sold out of Dole (DOLE) in Q1 2025, closing a stake of 10 shares — an estimated $136 sold.

Legacy Wealth Management (Idaho) first reported a position in DOLE in Q3 2024 and held it in 2 quarters. The position peaked at $27.9K in Q3 2024. 183 funds tracked by Wall St. Rank hold DOLE as of Q1 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Dole position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 10 Dole shares in Q1 2025, an estimated $136.
  • Legacy Wealth Management (Idaho) first reported a position in Dole in Q3 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Dole position peaked at $27.9K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Dole as of Q1 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2025, filed 16 May 2025.