Simplicity Wealth’s Dover DOV Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-3,756	Closed	-$678K	–	680
2024 Q2	$678K	Sell	3,756 -16	-0.4%	-$2.87K	0.02%	644
2024 Q1	$668K	Buy	+3,772	New	+$607K	0.02%	639

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Simplicity Wealth's DOV Position: Q3 2024 in Review

Simplicity Wealth sold out of Dover (DOV) in Q3 2024, closing a stake of 3,756 shares — an estimated $678K sold.

Simplicity Wealth first reported a position in DOV in Q1 2024 and held it in 2 quarters. The position peaked at $678K in Q2 2024. 989 funds tracked by Wall St. Rank hold DOV as of Q3 2024.

Simplicity Wealth reported no remaining Dover position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 3,756 Dover shares in Q3 2024, an estimated $678K.
Simplicity Wealth first reported a position in Dover in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Dover position peaked at $678K in Q2 2024.
989 funds tracked by Wall St. Rank held Dover as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.