Principle Wealth Partners’s Dover DOV Stock Holding History

Principle 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
2024 Q3	–	Sell	-1,400	Closed	-$253K	–	343
2024 Q2	$253K	Sell	1,400 -300	-18%	-$53.7K	0.02%	295
2024 Q1	$301K	Sell	1,700 -300	-15%	-$48.3K	0.02%	275
2023 Q4	$308K	Hold	2,000	–	–	0.03%	266
2023 Q3	$279K	Hold	2,000	–	–	0.03%	264
2023 Q2	$295K	Hold	2,000	–	–	0.03%	262
2023 Q1	$304K	Hold	2,000	–	–	0.03%	253
2022 Q4	$271K	Hold	2,000	–	–	0.03%	267
2022 Q3	$233K	Hold	2,000	–	–	0.02%	260
2022 Q2	$243K	Hold	2,000	–	–	0.03%	274
2022 Q1	$314K	Sell	2,000 -835	-29%	-$137K	0.03%	254
2021 Q4	$515K	Hold	2,835	–	–	0.05%	203
2021 Q3	$441K	Sell	2,835 -500	-15%	-$82.8K	0.05%	212
2021 Q2	$502K	Sell	3,335 -500	-13%	-$73.8K	0.06%	198
2021 Q1	$526K	Hold	3,835	–	–	0.06%	186
2020 Q4	$484K	Buy	+3,835	New	+$456K	0.06%	181
2020 Q3	–	Sell	-47	Closed	-$5K	–	222
2020 Q2	$5K	Buy	+47	New	+$4.34K	﹤0.01%	432

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Principle Wealth Partners's DOV Position: Q3 2024 in Review

Principle Wealth Partners sold out of Dover (DOV) in Q3 2024, closing a stake of 1,400 shares — an estimated $253K sold.

Principle Wealth Partners first reported a position in DOV in Q2 2020 and held it in 16 quarters. The position peaked at $526K in Q1 2021. 989 funds tracked by Wall St. Rank hold DOV as of Q3 2024.

Principle Wealth Partners reported no remaining Dover position as of Q3 2024 after selling out during the quarter.
Principle Wealth Partners sold 1,400 Dover shares in Q3 2024, an estimated $253K.
Principle Wealth Partners first reported a position in Dover in Q2 2020 and held it in 16 quarters.
Principle Wealth Partners's Dover position peaked at $526K in Q1 2021.
989 funds tracked by Wall St. Rank held Dover as of Q3 2024.

Based on Principle Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.