SIA
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Schechter Investment Advisors’s Dover DOV Stock Holding History

Schechter Investment Advisors’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
Q2 		– Sell
-1,633
Closed -$289K – 660
2024
Q1 		$289K Sell
1,633
-332
-17% -$53.5K 0.02% 506
2023
Q4 		$302K Sell
1,965
-368
-16% -$51.6K 0.03% 464
2023
Q3 		$325K Buy
2,333
+372
+19% +$53.7K 0.03% 424
2023
Q2 		$290K Sell
1,961
-17
-0.9% -$2.43K 0.03% 494
2023
Q1 		$301K Buy
1,978
+45
+2% +$6.61K 0.03% 521
2022
Q4 		$262K Sell
1,933
-169
-8% -$22.4K 0.02% 671
2022
Q3 		$245K Buy
2,102
+75
+4% +$9.57K 0.02% 773
2022
Q2 		$246K Sell
2,027
-327
-14% -$44.2K 0.02% 779
2022
Q1 		$370K Sell
2,354
-81
-3% -$13.3K 0.03% 627
2021
Q4 		$443K Buy
+2,435
New +$413K 0.04% 546

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 $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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