Long Island Wealth Management’s Dover DOV Stock Holding History

Long Island 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
2024 Q1	–	Sell	-35	Closed	-$5K	–	161
2023 Q4	$5K	Buy	+35	New	+$4.9K	﹤0.01%	265

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Long Island Wealth Management's DOV Position: Q1 2024 in Review

Long Island Wealth Management sold out of Dover (DOV) in Q1 2024, closing a stake of 35 shares — an estimated $5K sold.

Long Island Wealth Management first reported a position in DOV in Q4 2023 and held it in 1 quarter. The position peaked at $5K in Q4 2023. 918 funds tracked by Wall St. Rank hold DOV as of Q1 2024.

Long Island Wealth Management reported no remaining Dover position as of Q1 2024 after selling out during the quarter.
Long Island Wealth Management sold 35 Dover shares in Q1 2024, an estimated $5K.
Long Island Wealth Management first reported a position in Dover in Q4 2023 and held it in 1 quarter.
Long Island Wealth Management's Dover position peaked at $5K in Q4 2023.
918 funds tracked by Wall St. Rank held Dover as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.