Lenox Wealth Advisors’s Dover DOV Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$11K	Buy	75 +9	+14%	+$1.48K	﹤0.01%	465
2021 Q4	$12K	Hold	66	–	–	﹤0.01%	484
2021 Q3	$10K	Hold	66	–	–	﹤0.01%	466
2021 Q2	$10K	Buy	+66	New	+$9.74K	﹤0.01%	474
2018 Q3	–	Sell	-94	Closed	-$7K	–	441
2018 Q2	$7K	Sell	94 -60	-39%	-$4.59K	﹤0.01%	415
2018 Q1	$12K	Buy	154 +117	+316%	+$9.59K	﹤0.01%	335
2017 Q4	$3K	Buy	+37	New	+$2.86K	﹤0.01%	279
2016 Q1	–	Sell	-90	Closed	-$4K	–	295
2015 Q4	$4K	Buy	90 +16	+22%	+$811	﹤0.01%	247
2015 Q3	$3K	Hold	74	–	–	﹤0.01%	302
2015 Q2	$4K	Hold	74	–	–	﹤0.01%	230
2015 Q1	$4K	Hold	74	–	–	﹤0.01%	255
2014 Q4	$4K	Buy	+74	New	+$4.59K	﹤0.01%	261

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

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lenox Wealth Advisors's DOV Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Dover (DOV) stake by 14% in Q1 2022, buying an estimated $1.48K and bringing the position to 75 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Lenox Wealth Advisors first reported a position in DOV in Q4 2014 and has held it in 12 quarters since. The position peaked at $12K in Q4 2021. 902 funds tracked by Wall St. Rank hold DOV as of Q1 2022.

Lenox Wealth Advisors held 75 shares of Dover worth $11K as of Q1 2022.
Lenox Wealth Advisors bought 9 Dover shares in Q1 2022, an estimated $1.48K.
Dover made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #465 holding.
Lenox Wealth Advisors first reported a position in Dover in Q4 2014 and has held it in 12 quarters since.
Lenox Wealth Advisors's Dover position peaked at $12K in Q4 2021.
902 funds tracked by Wall St. Rank held Dover as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.