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Planning Capital Management Corporation’s Dover DOV Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$10.2K Sell
53
-9
-15% -$1.64K 0.01% 436
2024
Q2 		$11.2K Hold
62
– – 0.01% 399
2024
Q1 		$11K Hold
62
– – 0.01% 409
2023
Q4 		$9.54K Buy
+62
New +$8.69K 0.01% 420

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Planning Capital Management Corporation's DOV Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Dover (DOV) stake by 15% in Q3 2024, selling an estimated $1.64K and leaving 53 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #436.

Planning Capital Management Corporation first reported a position in DOV in Q4 2023 and has held it in 4 quarters since. The position peaked at $11.2K in Q2 2024. 990 funds tracked by Wall St. Rank hold DOV as of Q3 2024.

  • Planning Capital Management Corporation held 53 shares of Dover worth $10.2K as of Q3 2024.
  • Planning Capital Management Corporation sold 9 Dover shares in Q3 2024, an estimated $1.64K.
  • Dover made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #436 holding.
  • Planning Capital Management Corporation first reported a position in Dover in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Dover position peaked at $11.2K in Q2 2024.
  • 990 funds tracked by Wall St. Rank held Dover as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.