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Stephens Inc’s Dole DOLE Stock Holding History

Stephens Inc’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,183
Closed -$170K – 1340
2025
Q2 		$170K Buy
12,183
+32
+0.3% +$453 ﹤0.01% 1188
2025
Q1 		$176K Sell
12,151
-716
-6% -$9.89K ﹤0.01% 1152
2024
Q4 		$174K Sell
12,867
-5,321
-29% -$81.7K ﹤0.01% 1177
2024
Q3 		$296K Sell
18,188
-165
-0.9% -$2.46K ﹤0.01% 1030
2024
Q2 		$225K Sell
18,353
-959
-5% -$11.7K ﹤0.01% 1114
2024
Q1 		$230K Buy
19,312
+2,617
+16% +$30.3K ﹤0.01% 1106
2023
Q4 		$205K Sell
16,695
-871
-5% -$10.1K ﹤0.01% 1077
2023
Q3 		$203K Buy
17,566
+124
+0.7% +$1.55K ﹤0.01% 1035
2023
Q2 		$236K Sell
17,442
-864
-5% -$11.1K ﹤0.01% 998
2023
Q1 		$215K Buy
18,306
+32
+0.2% +$358 ﹤0.01% 1005
2022
Q4 		$176K Sell
18,274
-2,483
-12% -$22.6K ﹤0.01% 1020
2022
Q3 		$152K Sell
20,757
-7,755
-27% -$68.9K ﹤0.01% 1058
2022
Q2 		$241K Buy
28,512
+309
+1% +$3.4K ﹤0.01% 1003
2022
Q1 		$350K Buy
28,203
+2,993
+12% +$41.4K 0.01% 956
2021
Q4 		$336K Buy
25,210
+9,450
+60% +$132K 0.01% 1003
2021
Q3 		$267K Buy
+15,760
New +$243K ﹤0.01% 1097

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Stephens Inc's DOLE Position: Q3 2025 in Review

Stephens Inc sold out of Dole (DOLE) in Q3 2025, closing a stake of 12,183 shares — an estimated $170K sold.

Stephens Inc first reported a position in DOLE in Q3 2021 and held it in 16 quarters. The position peaked at $350K in Q1 2022. 194 funds tracked by Wall St. Rank hold DOLE as of Q3 2025.

  • Stephens Inc reported no remaining Dole position as of Q3 2025 after selling out during the quarter.
  • Stephens Inc sold 12,183 Dole shares in Q3 2025, an estimated $170K.
  • Stephens Inc first reported a position in Dole in Q3 2021 and held it in 16 quarters.
  • Stephens Inc's Dole position peaked at $350K in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Dole as of Q3 2025.

Based on Stephens Inc's 13F filing for Q3 2025, filed 27 Oct 2025.