Orion Portfolio Solutions’s Dole DOLE Stock Holding History

Orion Portfolio Solutions’s Portfolio DOLE Stock Details DOLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$311K	Buy	21,541 +333	+2%	+$4.6K	﹤0.01%	1609
2024 Q4	$287K	Buy	21,208 +1,208	+6%	+$18.5K	﹤0.01%	1583
2024 Q3	$326K	Sell	20,000 -56	-0.3%	-$837	﹤0.01%	1497
2024 Q2	$245K	Buy	+20,056	New	+$244K	﹤0.01%	1548
2024 Q1	–	Sell	-11,738	Closed	-$147K	–	1699
2023 Q4	$147K	Buy	+11,738	New	+$136K	﹤0.01%	1606

Other funds holding DOLE

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Orion Portfolio Solutions's DOLE Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Dole (DOLE) stake by 1.6% in Q1 2025, buying an estimated $4.6K and bringing the position to 21,541 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Orion Portfolio Solutions first reported a position in DOLE in Q4 2023 and has held it in 5 quarters since. The position peaked at $326K in Q3 2024. 183 funds tracked by Wall St. Rank hold DOLE as of Q1 2025.

Orion Portfolio Solutions held 21,541 shares of Dole worth $311K as of Q1 2025.
Orion Portfolio Solutions bought 333 Dole shares in Q1 2025, an estimated $4.6K.
Dole made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1609 holding.
Orion Portfolio Solutions first reported a position in Dole in Q4 2023 and has held it in 5 quarters since.
Orion Portfolio Solutions's Dole position peaked at $326K in Q3 2024.
183 funds tracked by Wall St. Rank held Dole as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.