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Life Planning Partners’s Dover DOV Stock Holding History

Life Planning Partners’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
-225
Closed -$34.6K – 105
2023
Q4 		$34.6K Buy
+225
New +$31.5K 0.03% 115
2022
Q3 		$26.2K Hold
225
– – 0.03% 110
2022
Q2 		$27K Hold
225
– – 0.03% 108
2022
Q1 		$35K Hold
225
– – 0.04% 102
2021
Q4 		$41K Buy
+225
New +$38.2K 0.04% 94

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

Life Planning Partners's DOV Position: Q1 2024 in Review

Life Planning Partners sold out of Dover (DOV) in Q1 2024, closing a stake of 225 shares — an estimated $34.6K sold.

Life Planning Partners first reported a position in DOV in Q4 2021 and held it in 5 quarters. The position peaked at $41K in Q4 2021. 919 funds tracked by Wall St. Rank hold DOV as of Q1 2024.

  • Life Planning Partners reported no remaining Dover position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 225 Dover shares in Q1 2024, an estimated $34.6K.
  • Life Planning Partners first reported a position in Dover in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Dover position peaked at $41K in Q4 2021.
  • 919 funds tracked by Wall St. Rank held Dover as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.