MinichMacGregor Wealth Management’s Dover DOV Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-12	Closed	-$1.62K	–	232
2022 Q4	$1.62K	Buy	+12	New	+$1.59K	﹤0.01%	591
2018 Q1	–	Sell	-24	Closed	-$1.97K	–	516
2017 Q4	$1K	Hold	24	–	–	﹤0.01%	448
2017 Q3	$1K	Hold	24	–	–	﹤0.01%	424
2017 Q2	$1K	Hold	24	–	–	﹤0.01%	417
2017 Q1	$1K	Hold	24	–	–	﹤0.01%	408
2016 Q4	$1K	Buy	24 +3	+14%	+$173	﹤0.01%	409
2016 Q3	$1K	Buy	21 +10	+91%	+$579	﹤0.01%	405
2016 Q2	$0	Buy	11 +4	+57%	+$216	﹤0.01%	444
2016 Q1	$0	Buy	+7	New	+$339	﹤0.01%	444

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

MinichMacGregor Wealth Management's DOV Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Dover (DOV) in Q1 2023, closing a stake of 12 shares — an estimated $1.62K sold.

MinichMacGregor Wealth Management first reported a position in DOV in Q1 2016 and held it in 9 quarters. The position peaked at $1.62K in Q4 2022. 881 funds tracked by Wall St. Rank hold DOV as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Dover position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 12 Dover shares in Q1 2023, an estimated $1.62K.
MinichMacGregor Wealth Management first reported a position in Dover in Q1 2016 and held it in 9 quarters.
MinichMacGregor Wealth Management's Dover position peaked at $1.62K in Q4 2022.
881 funds tracked by Wall St. Rank held Dover as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.