MWM
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Moran Wealth Management’s Dover DOV Stock Holding History

Moran 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
Q4 		– Sell
-112,888
Closed -$15.7M – 427
2023
Q3 		$15.7M Buy
112,888
+2,246
+2% +$324K 0.61% 54
2023
Q2 		$16.3M Sell
110,642
-272
-0.2% -$38.9K 0.61% 57
2023
Q1 		$16.9M Buy
110,914
+9,994
+10% +$1.47M 0.64% 57
2022
Q4 		$13.7M Buy
+100,920
New +$13.4M 0.52% 63

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Moran Wealth Management's DOV Position: Q4 2023 in Review

Moran Wealth Management sold out of Dover (DOV) in Q4 2023, closing a stake of 112,888 shares — an estimated $15.7M sold.

Moran Wealth Management first reported a position in DOV in Q4 2022 and held it in 4 quarters. The position peaked at $16.9M in Q1 2023. 887 funds tracked by Wall St. Rank hold DOV as of Q4 2023.

  • Moran Wealth Management reported no remaining Dover position as of Q4 2023 after selling out during the quarter.
  • Moran Wealth Management sold 112,888 Dover shares in Q4 2023, an estimated $15.7M.
  • Moran Wealth Management first reported a position in Dover in Q4 2022 and held it in 4 quarters.
  • Moran Wealth Management's Dover position peaked at $16.9M in Q1 2023.
  • 887 funds tracked by Wall St. Rank held Dover as of Q4 2023.

Based on Moran Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.