MPS Loria Financial Planners’s Dover DOV Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-18	Closed	-$2K	–	233
2021 Q1	$2K	Hold	18	–	–	﹤0.01%	433
2020 Q4	$2K	Buy	+18	New	+$2.14K	﹤0.01%	456

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MPS Loria Financial Planners's DOV Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Dover (DOV) in Q2 2021, closing a stake of 18 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in DOV in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 835 funds tracked by Wall St. Rank hold DOV as of Q2 2021.

MPS Loria Financial Planners reported no remaining Dover position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 18 Dover shares in Q2 2021, an estimated $2K.
MPS Loria Financial Planners first reported a position in Dover in Q4 2020 and held it in 2 quarters.
MPS Loria Financial Planners's Dover position peaked at $2K in Q1 2021.
835 funds tracked by Wall St. Rank held Dover as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.