Northstar Wealth Partners’s Dover DOV Stock Holding History

Northstar 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
2020 Q3	$415K	Sell	3,835 -4	-0.1%	-$428	0.19%	96
2020 Q2	$370K	Hold	3,839	–	–	0.15%	122
2020 Q1	$322K	Hold	3,839	–	–	0.16%	122
2019 Q4	$442K	Sell	3,839 -450	-10%	-$48.2K	0.18%	121
2019 Q3	$427K	Hold	4,289	–	–	0.19%	120
2019 Q2	$430K	Buy	4,289 +2	+0%	+$192	0.19%	120
2019 Q1	$402K	Hold	4,287	–	–	0.18%	121
2018 Q4	$304K	Buy	4,287 +2	+0%	+$163	0.16%	133
2018 Q3	$379K	Hold	4,285	–	–	0.18%	120
2018 Q2	$313K	Sell	4,285 -1,020	-19%	-$78K	0.16%	144
2018 Q1	$420K	Buy	+5,305	New	+$435K	0.21%	121

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northstar Wealth Partners's DOV Position: Q3 2020 in Review

Northstar Wealth Partners reduced its Dover (DOV) stake by 0.1% in Q3 2020, selling an estimated $428 and leaving 3,835 shares worth $415K. The position accounts for 0.19% of the portfolio, ranked #96.

Northstar Wealth Partners first reported a position in DOV in Q1 2018 and has held it in 11 quarters since. The position peaked at $442K in Q4 2019. 756 funds tracked by Wall St. Rank hold DOV as of Q3 2020.

Northstar Wealth Partners held 3,835 shares of Dover worth $415K as of Q3 2020.
Northstar Wealth Partners sold 4 Dover shares in Q3 2020, an estimated $428.
Dover made up 0.19% of Northstar Wealth Partners's portfolio in Q3 2020, its #96 holding.
Northstar Wealth Partners first reported a position in Dover in Q1 2018 and has held it in 11 quarters since.
Northstar Wealth Partners's Dover position peaked at $442K in Q4 2019.
756 funds tracked by Wall St. Rank held Dover as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.