NR
DOV icon

Newfound Research’s Dover DOV Stock Holding History

Newfound Research’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
2022
Q3 		$67K Sell
571
-23
-4% -$2.94K 0.16% 94
2022
Q2 		$72K Sell
594
-305
-34% -$41.2K 0.15% 95
2022
Q1 		$141K Buy
899
+468
+109% +$76.8K 0.18% 51
2021
Q4 		$78K Buy
+431
New +$73.1K 0.09% 111

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Newfound Research's DOV Position: Q3 2022 in Review

Newfound Research reduced its Dover (DOV) stake by 3.9% in Q3 2022, selling an estimated $2.94K and leaving 571 shares worth $67K. The position accounts for 0.16% of the portfolio, ranked #94.

Newfound Research first reported a position in DOV in Q4 2021 and has held it in 4 quarters since. The position peaked at $141K in Q1 2022. 814 funds tracked by Wall St. Rank hold DOV as of Q3 2022.

  • Newfound Research held 571 shares of Dover worth $67K as of Q3 2022.
  • Newfound Research sold 23 Dover shares in Q3 2022, an estimated $2.94K.
  • Dover made up 0.16% of Newfound Research's portfolio in Q3 2022, its #94 holding.
  • Newfound Research first reported a position in Dover in Q4 2021 and has held it in 4 quarters since.
  • Newfound Research's Dover position peaked at $141K in Q1 2022.
  • 814 funds tracked by Wall St. Rank held Dover as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.