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Lumature Wealth Partners’s Dover DOV Stock Holding History

Lumature Wealth 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
2023
Q2 		$271K Sell
1,833
-20
-1% -$2.86K 0.16% 125
2023
Q1 		$282K Buy
1,853
+79
+4% +$11.6K 0.16% 110
2022
Q4 		$240K Sell
1,774
-123
-6% -$16.3K 0.13% 128
2022
Q3 		$221K Buy
1,897
+102
+6% +$13K 0.12% 139
2022
Q2 		$218K Buy
1,795
+359
+25% +$48.5K 0.1% 159
2022
Q1 		$225K Buy
+1,436
New +$236K 0.09% 165

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lumature Wealth Partners's DOV Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Dover (DOV) stake by 1.1% in Q2 2023, selling an estimated $2.86K and leaving 1,833 shares worth $271K. The position accounts for 0.16% of the portfolio, ranked #125.

Lumature Wealth Partners first reported a position in DOV in Q1 2022 and has held it in 6 quarters since. The position peaked at $282K in Q1 2023. 900 funds tracked by Wall St. Rank hold DOV as of Q2 2023.

  • Lumature Wealth Partners held 1,833 shares of Dover worth $271K as of Q2 2023.
  • Lumature Wealth Partners sold 20 Dover shares in Q2 2023, an estimated $2.86K.
  • Dover made up 0.16% of Lumature Wealth Partners's portfolio in Q2 2023, its #125 holding.
  • Lumature Wealth Partners first reported a position in Dover in Q1 2022 and has held it in 6 quarters since.
  • Lumature Wealth Partners's Dover position peaked at $282K in Q1 2023.
  • 900 funds tracked by Wall St. Rank held Dover as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.