LWM
DOV icon

Lenox Wealth Management’s Dover DOV Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$33K Buy
347
+3
+0.9% +$277 0.01% 302
2020
Q1 		$28K Sell
344
-98
-22% -$10.4K 0.01% 299
2019
Q4 		$51K Buy
442
+8
+2% +$857 0.01% 268
2019
Q3 		$43K Hold
434
– – 0.01% 279
2019
Q2 		$43K Hold
434
– – 0.01% 263
2019
Q1 		$41K Buy
434
+44
+11% +$3.8K 0.01% 256
2018
Q4 		$28K Buy
390
+41
+12% +$3.35K 0.01% 252
2018
Q3 		$31K Sell
349
-25
-7% -$2.06K 0.01% 266
2018
Q2 		$27K Sell
374
-85
-19% -$6.5K 0.01% 255
2018
Q1 		$36K Buy
459
+6
+1% +$492 0.01% 241
2017
Q4 		$37K Hold
453
– – 0.01% 238
2017
Q3 		$33K Sell
453
-16
-3% -$1.11K 0.01% 268
2017
Q2 		$30K Sell
469
-110
-19% -$7.17K 0.01% 256
2017
Q1 		$38K Sell
579
-423
-42% -$27K 0.03% 107
2016
Q4 		$61K Sell
1,002
-240
-19% -$13.9K 0.05% 94
2016
Q3 		$74K Sell
1,242
-37
-3% -$2.14K 0.06% 77
2016
Q2 		$72K Sell
1,279
-115
-8% -$6.2K 0.05% 81
2016
Q1 		$72K Sell
1,394
-343
-20% -$16.6K 0.05% 79
2015
Q4 		$86K Sell
1,737
-640
-27% -$32.4K 0.07% 78
2015
Q3 		$110K Buy
2,377
+26
+1% +$1.32K 0.09% 51
2015
Q2 		$133K Sell
2,351
-64
-3% -$3.81K 0.1% 45
2015
Q1 		$135K Sell
2,415
-232
-9% -$13.4K 0.09% 47
2014
Q4 		$153K Sell
2,647
-35
-1% -$2.17K 0.1% 44
2014
Q3 		$174K Sell
2,682
-58
-2% -$4.08K 0.12% 41
2014
Q2 		$201K Sell
2,740
-304
-10% -$21.2K 0.14% 35
2014
Q1 		$201K Sell
3,044
-941
-24% -$58.6K 0.1% 44
2013
Q4 		$258K Buy
+3,985
New +$244K 0.17% 36

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Management's DOV Position: Q2 2020 in Review

Lenox Wealth Management increased its Dover (DOV) stake by 0.87% in Q2 2020, buying an estimated $277 and bringing the position to 347 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #302.

Lenox Wealth Management first reported a position in DOV in Q4 2013 and has held it in 27 quarters since. The position peaked at $258K in Q4 2013. 737 funds tracked by Wall St. Rank hold DOV as of Q2 2020.

  • Lenox Wealth Management held 347 shares of Dover worth $33K as of Q2 2020.
  • Lenox Wealth Management bought 3 Dover shares in Q2 2020, an estimated $277.
  • Dover made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #302 holding.
  • Lenox Wealth Management first reported a position in Dover in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's Dover position peaked at $258K in Q4 2013.
  • 737 funds tracked by Wall St. Rank held Dover as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.