WEPOG
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Wealth Enhancement & Preservation of GA’s Dover DOV Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q2 		$715K Buy
4,841
+455
+10% +$65K 0.69% 29
2023
Q1 		$666K Sell
4,386
-4
-0.1% -$587 0.8% 31
2022
Q4 		$594K Buy
4,390
+1,018
+30% +$135K 0.97% 33
2022
Q3 		$393K Sell
3,372
-5,106
-60% -$652K 0.63% 41
2022
Q2 		$1.01M Buy
8,478
+350
+4% +$47.3K 1.07% 35
2022
Q1 		$1.27M Buy
8,128
+278
+4% +$45.6K 0.98% 35
2021
Q4 		$1.43M Buy
7,850
+156
+2% +$26.5K 0.96% 23
2021
Q3 		$1.2M Sell
7,694
-427
-5% -$70.7K 0.92% 27
2021
Q2 		$1.22M Buy
8,121
+249
+3% +$36.7K 0.9% 26
2021
Q1 		$1.09M Sell
7,872
-11
-0.1% -$1.4K 0.84% 25
2020
Q4 		$995K Buy
7,883
+517
+7% +$61.4K 0.86% 24
2020
Q3 		$807K Buy
7,366
+1,887
+34% +$202K 0.83% 26
2020
Q2 		$508K Sell
5,479
-2,658
-33% -$245K 0.63% 30
2020
Q1 		$668K Sell
8,137
-8,092
-50% -$858K 0.63% 26
2019
Q4 		$1.85M Buy
+16,229
New +$1.74M 0.95% 16

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Wealth Enhancement & Preservation of GA's DOV Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA increased its Dover (DOV) stake by 10% in Q2 2023, buying an estimated $65K and bringing the position to 4,841 shares worth $715K. The position accounts for 0.69% of the portfolio, ranked #29.

Wealth Enhancement & Preservation of GA first reported a position in DOV in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.85M in Q4 2019. 900 funds tracked by Wall St. Rank hold DOV as of Q2 2023.

  • Wealth Enhancement & Preservation of GA held 4,841 shares of Dover worth $715K as of Q2 2023.
  • Wealth Enhancement & Preservation of GA bought 455 Dover shares in Q2 2023, an estimated $65K.
  • Dover made up 0.69% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #29 holding.
  • Wealth Enhancement & Preservation of GA first reported a position in Dover in Q4 2019 and has held it in 15 quarters since.
  • Wealth Enhancement & Preservation of GA's Dover position peaked at $1.85M in Q4 2019.
  • 900 funds tracked by Wall St. Rank held Dover as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.