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Rockbridge Investment Management’s Dover DOV Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-3,000
Closed -$461K – 252
2023
Q4 		$461K Buy
+3,000
New +$420K 0.07% 77

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rockbridge Investment Management's DOV Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Dover (DOV) in Q1 2024, closing a stake of 3,000 shares — an estimated $461K sold.

Rockbridge Investment Management first reported a position in DOV in Q4 2023 and held it in 1 quarter. The position peaked at $461K in Q4 2023. 918 funds tracked by Wall St. Rank hold DOV as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Dover position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 3,000 Dover shares in Q1 2024, an estimated $461K.
  • Rockbridge Investment Management first reported a position in Dover in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Dover position peaked at $461K in Q4 2023.
  • 918 funds tracked by Wall St. Rank held Dover as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.