Sun Life Financial’s Dover DOV Stock Holding History

Sun Life Financial’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	-85	Closed	-$12K	–	193
2021 Q1	$12K	Sell	85 -1	-1%	-$127	﹤0.01%	352
2020 Q4	$11K	Hold	86	–	–	﹤0.01%	347
2020 Q3	$9K	Sell	86 -1	-1%	-$107	﹤0.01%	354
2020 Q2	$8K	Buy	87 +2	+2%	+$185	﹤0.01%	324
2020 Q1	$7K	Sell	85 -1	-1%	-$106	﹤0.01%	312
2019 Q4	$10K	Sell	86 -32	-27%	-$3.43K	﹤0.01%	315
2019 Q3	$12K	Hold	118	–	–	﹤0.01%	473
2019 Q2	$12K	Sell	118 -129	-52%	-$12.4K	﹤0.01%	465
2019 Q1	$23K	Sell	247 -160	-39%	-$13.8K	0.01%	473
2018 Q4	$29K	Sell	407 -1	-0.2%	-$82	0.01%	499
2018 Q3	$36K	Sell	408 -11	-3%	-$908	0.01%	512
2018 Q2	$31K	Buy	419 +334	+393%	+$25.6K	﹤0.01%	528
2018 Q1	$702	Sell	85 -336	-80%	-$27.5K	0.01%	374
2017 Q4	$34K	Sell	421 -998	-70%	-$77.2K	﹤0.01%	330
2017 Q3	$105K	Sell	1,419 -17	-1%	-$1.18K	0.01%	328
2017 Q2	$93K	Buy	1,436 +1,427	+15,856%	+$93K	0.01%	355
2017 Q1	$83	Buy	9 +2	+29%	+$128	﹤0.01%	432
2016 Q4	$83	Buy	+7	New	+$404	﹤0.01%	384

Other funds holding DOV

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Geode Capital Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return