SFS
DOV icon

Sowell Financial Services’s Dover DOV Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-2,566
Closed -$392K – 1085
2021
Q1 		$392K Buy
2,566
+2,178
+561% +$277K 0.01% 736
2020
Q4 		$49K Buy
388
+35
+10% +$4.16K ﹤0.01% 1410
2020
Q3 		$38K Sell
353
-11
-3% -$1.18K ﹤0.01% 1305
2020
Q2 		$35K Buy
364
+36
+11% +$3.32K ﹤0.01% 1282
2020
Q1 		$28K Sell
328
-42
-11% -$4.45K ﹤0.01% 1267
2019
Q4 		$43K Buy
370
+222
+150% +$23.8K ﹤0.01% 1189
2019
Q3 		$15K Buy
+148
New +$14.2K ﹤0.01% 1385
2017
Q1 		– Sell
-62
Closed -$4K – 328
2016
Q4 		$4K Buy
+62
New +$3.58K ﹤0.01% 547

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sowell Financial Services's DOV Position: Q2 2021 in Review

Sowell Financial Services sold out of Dover (DOV) in Q2 2021, closing a stake of 2,566 shares — an estimated $392K sold.

Sowell Financial Services first reported a position in DOV in Q4 2016 and held it in 8 quarters. The position peaked at $392K in Q1 2021. 837 funds tracked by Wall St. Rank hold DOV as of Q2 2021.

  • Sowell Financial Services reported no remaining Dover position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,566 Dover shares in Q2 2021, an estimated $392K.
  • Sowell Financial Services first reported a position in Dover in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's Dover position peaked at $392K in Q1 2021.
  • 837 funds tracked by Wall St. Rank held Dover as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.