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DOV icon

Simplicity Solutions’s Dover DOV Stock Holding History

Simplicity Solutions’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
2023
Q4 		$581K Buy
3,777
+915
+32% +$128K 0.02% 613
2023
Q3 		$399K Sell
2,862
-247
-8% -$35.7K 0.01% 662
2023
Q2 		$459K Sell
3,109
-167
-5% -$23.9K 0.01% 692
2023
Q1 		$498K Buy
3,276
+1,299
+66% +$191K 0.01% 695
2022
Q4 		$268K Buy
1,977
+115
+6% +$15.3K 0.04% 515
2022
Q3 		$217K Buy
+1,862
New +$238K 0.03% 573
2021
Q1 		– Sell
-16,782
Closed -$2.12M – 590
2020
Q4 		$2.12M Buy
16,782
+77
+0.5% +$9.15K 0.03% 375
2020
Q3 		$1.81M Buy
16,705
+3,978
+31% +$426K 0.03% 352
2020
Q2 		$1.23M Buy
12,727
+3,076
+32% +$284K 0.02% 414
2020
Q1 		$810K Buy
9,651
+110
+1% +$11.7K 0.03% 391
2019
Q4 		$1.1M Sell
9,541
-238
-2% -$25.5K 0.03% 370
2019
Q3 		$974K Sell
9,779
-70
-0.7% -$6.71K 0.04% 305
2019
Q2 		$987K Buy
9,849
+4,704
+91% +$451K 0.04% 261
2019
Q1 		$483K Buy
+5,145
New +$445K 0.03% 400
2018
Q4 		– Sell
-5,532
Closed -$490K – 656
2018
Q3 		$490K Buy
+5,532
New +$457K 0.03% 266

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Simplicity Solutions's DOV Position: Q4 2023 in Review

Simplicity Solutions increased its Dover (DOV) stake by 32% in Q4 2023, buying an estimated $128K and bringing the position to 3,777 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #613.

Simplicity Solutions first reported a position in DOV in Q3 2018 and has held it in 15 quarters since. The position peaked at $2.12M in Q4 2020. 887 funds tracked by Wall St. Rank hold DOV as of Q4 2023.

  • Simplicity Solutions held 3,777 shares of Dover worth $581K as of Q4 2023.
  • Simplicity Solutions bought 915 Dover shares in Q4 2023, an estimated $128K.
  • Dover made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #613 holding.
  • Simplicity Solutions first reported a position in Dover in Q3 2018 and has held it in 15 quarters since.
  • Simplicity Solutions's Dover position peaked at $2.12M in Q4 2020.
  • 887 funds tracked by Wall St. Rank held Dover as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.