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Steward Financial Group’s Dover DOV Stock Holding History

Steward Financial Group’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
Q3 		$7K Buy
+54
New +$7.8K ﹤0.01% 489
2022
Q3 		– Sell
-1
Closed – – 428
2022
Q2 		$0 Buy
+1
New +$135 ﹤0.01% 1069

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Steward Financial Group's DOV Position: Q3 2023 in Review

Steward Financial Group opened a new position in Dover (DOV) in Q3 2023: 54 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #489 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in DOV as recently as Q2 2022.

Steward Financial Group first reported a position in DOV in Q2 2022 and has held it in 2 quarters since. 839 funds tracked by Wall St. Rank hold DOV as of Q3 2023.

  • Steward Financial Group held 54 shares of Dover worth $7K as of Q3 2023.
  • Dover was a new Steward Financial Group position in Q3 2023.
  • Dover made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #489 holding.
  • Steward Financial Group first reported a position in Dover in Q2 2022 and has held it in 2 quarters since.
  • 839 funds tracked by Wall St. Rank held Dover as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.