Syntax Advisors’s Dover DOV Stock Holding History

Syntax Advisors’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	–	Sell	-1,389	Closed	-$205K	–	202
2023 Q2	$205K	Sell	1,389 -5	-0.4%	-$715	0.17%	192
2023 Q1	$212K	Buy	+1,394	New	+$205K	0.16%	203

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

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

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

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

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

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

Syntax Advisors's DOV Position: Q3 2023 in Review

Syntax Advisors sold out of Dover (DOV) in Q3 2023, closing a stake of 1,389 shares — an estimated $205K sold.

Syntax Advisors first reported a position in DOV in Q1 2023 and held it in 2 quarters. The position peaked at $212K in Q1 2023. 839 funds tracked by Wall St. Rank hold DOV as of Q3 2023.

Syntax Advisors reported no remaining Dover position as of Q3 2023 after selling out during the quarter.
Syntax Advisors sold 1,389 Dover shares in Q3 2023, an estimated $205K.
Syntax Advisors first reported a position in Dover in Q1 2023 and held it in 2 quarters.
Syntax Advisors's Dover position peaked at $212K in Q1 2023.
839 funds tracked by Wall St. Rank held Dover as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.