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Sendero Wealth Management’s Dover DOV Stock Holding History

Sendero Wealth 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
2022
Q2 		– Sell
-2,791
Closed -$438K – 88
2022
Q1 		$438K Buy
2,791
+407
+17% +$66.8K 0.2% 55
2021
Q4 		$433K Buy
+2,384
New +$405K 0.19% 62

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sendero Wealth Management's DOV Position: Q2 2022 in Review

Sendero Wealth Management sold out of Dover (DOV) in Q2 2022, closing a stake of 2,791 shares — an estimated $438K sold.

Sendero Wealth Management first reported a position in DOV in Q4 2021 and held it in 2 quarters. The position peaked at $438K in Q1 2022. 844 funds tracked by Wall St. Rank hold DOV as of Q2 2022.

  • Sendero Wealth Management reported no remaining Dover position as of Q2 2022 after selling out during the quarter.
  • Sendero Wealth Management sold 2,791 Dover shares in Q2 2022, an estimated $438K.
  • Sendero Wealth Management first reported a position in Dover in Q4 2021 and held it in 2 quarters.
  • Sendero Wealth Management's Dover position peaked at $438K in Q1 2022.
  • 844 funds tracked by Wall St. Rank held Dover as of Q2 2022.

Based on Sendero Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.