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Wilbanks Smith & Thomas Asset Management’s Dover DOV Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q1 		$301K Hold
1,696
– – 0.01% 439
2023
Q4 		$261K Buy
+1,696
New +$238K 0.01% 461
2018
Q4 		– Sell
-100
Closed -$9K – 589
2018
Q3 		$9K Buy
+100
New +$8.25K ﹤0.01% 1066

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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's DOV Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its Dover (DOV) position steady in Q1 2024 at 1,696 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #439.

Wilbanks Smith & Thomas Asset Management first reported a position in DOV in Q3 2018 and has held it in 3 quarters since. 919 funds tracked by Wall St. Rank hold DOV as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 1,696 shares of Dover worth $301K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management left its Dover share count unchanged in Q1 2024.
  • Dover made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #439 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Dover in Q3 2018 and has held it in 3 quarters since.
  • 919 funds tracked by Wall St. Rank held Dover as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.