The Family Firm’s Dover DOV Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-572	Closed	-$103K	–	364
2024 Q2	$103K	Buy	+572	New	+$102K	0.02%	266

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

The Family Firm's DOV Position: Q3 2024 in Review

The Family Firm sold out of Dover (DOV) in Q3 2024, closing a stake of 572 shares — an estimated $103K sold.

The Family Firm first reported a position in DOV in Q2 2024 and held it in 1 quarter. The position peaked at $103K in Q2 2024. 990 funds tracked by Wall St. Rank hold DOV as of Q3 2024.

The Family Firm reported no remaining Dover position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 572 Dover shares in Q3 2024, an estimated $103K.
The Family Firm first reported a position in Dover in Q2 2024 and held it in 1 quarter.
The Family Firm's Dover position peaked at $103K in Q2 2024.
990 funds tracked by Wall St. Rank held Dover as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.