Y-Intercept (HK)’s Dole DOLE Stock Holding History

Y-Intercept (HK)’s Portfolio DOLE Stock Details DOLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$328K	Sell	23,910 -101,795	-81%	-$1.48M	0.01%	1442
2026 Q1	$1.8M	Buy	125,705 +111,493	+784%	+$1.69M	0.03%	770
2025 Q4	$213K	Sell	14,212 -19,393	-58%	-$270K	﹤0.01%	1426
2025 Q3	$452K	Buy	+33,605	New	+$471K	0.01%	1284
2024 Q2	–	Sell	-12,338	Closed	-$147K	–	1506
2024 Q1	$147K	Sell	12,338 -11,795	-49%	-$137K	0.01%	1204
2023 Q4	$297K	Buy	+24,133	New	+$279K	0.03%	826
2023 Q1	–	Sell	-14,399	Closed	-$139K	–	1251
2022 Q4	$139K	Buy	+14,399	New	+$131K	0.02%	875

Other funds holding DOLE

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

CIA

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Y-Intercept (HK)'s DOLE Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Dole (DOLE) stake by 81% in Q2 2026, selling an estimated $1.48M and leaving 23,910 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #1442.

Y-Intercept (HK) first reported a position in DOLE in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.8M in Q1 2026. 25 funds tracked by Wall St. Rank hold DOLE as of Q2 2026.

Y-Intercept (HK) held 23,910 shares of Dole worth $328K as of Q2 2026.
Y-Intercept (HK) sold 101,795 Dole shares in Q2 2026, an estimated $1.48M.
Dole made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1442 holding.
Y-Intercept (HK) first reported a position in Dole in Q4 2022 and has held it in 7 quarters since.
Y-Intercept (HK)'s Dole position peaked at $1.8M in Q1 2026.
25 funds tracked by Wall St. Rank held Dole as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.