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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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Schechter Investment Advisors's DOV Position: Q2 2024 in Review

Schechter Investment Advisors sold out of Dover (DOV) in Q2 2024, closing a stake of 1,633 shares — an estimated $289K sold.

Schechter Investment Advisors first reported a position in DOV in Q4 2021 and held it in 10 quarters. The position peaked at $443K in Q4 2021. 953 funds tracked by Wall St. Rank hold DOV as of Q2 2024.

  • Schechter Investment Advisors reported no remaining Dover position as of Q2 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,633 Dover shares in Q2 2024, an estimated $289K.
  • Schechter Investment Advisors first reported a position in Dover in Q4 2021 and held it in 10 quarters.
  • Schechter Investment Advisors's Dover position peaked at $443K in Q4 2021.
  • 953 funds tracked by Wall St. Rank held Dover as of Q2 2024.

Based on Schechter Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.