Surevest’s Dover DOV Stock Holding History

Surevest’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
2022 Q3	$0	Hold	4	–	–	﹤0.01%	531
2022 Q2	$0	Hold	4	–	–	﹤0.01%	566
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	449
2021 Q4	$1K	Buy	+4	New	+$679	﹤0.01%	459

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

Surevest's DOV Position: Q3 2022 in Review

Surevest held its Dover (DOV) position steady in Q3 2022 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Surevest first reported a position in DOV in Q4 2021 and has held it in 4 quarters since. The position peaked at $1K in Q1 2022. 814 funds tracked by Wall St. Rank hold DOV as of Q3 2022.

Surevest held 4 shares of Dover worth $0 as of Q3 2022.
Surevest left its Dover share count unchanged in Q3 2022.
Dover made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #531 holding.
Surevest first reported a position in Dover in Q4 2021 and has held it in 4 quarters since.
Surevest's Dover position peaked at $1K in Q1 2022.
814 funds tracked by Wall St. Rank held Dover as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.