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 Q3	$1.31M	Buy	102,870 +78,960	+330%	+$1.08M	0.03%	864
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

Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avail Investment Partners Lemont, Pennsylvania $136M AUM

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

Y-Intercept (HK)'s DOLE Position: Q3 2026 in Review

Y-Intercept (HK) increased its Dole (DOLE) stake by 330% in Q3 2026, buying an estimated $1.08M and bringing the position to 102,870 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #864.

Y-Intercept (HK) first reported a position in DOLE in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.8M in Q1 2026. 29 funds tracked by Wall St. Rank hold DOLE as of Q3 2026.

Y-Intercept (HK) held 102,870 shares of Dole worth $1.31M as of Q3 2026.
Y-Intercept (HK) bought 78,960 Dole shares in Q3 2026, an estimated $1.08M.
Dole made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #864 holding.
Y-Intercept (HK) first reported a position in Dole in Q4 2022 and has held it in 8 quarters since.
Y-Intercept (HK)'s Dole position peaked at $1.8M in Q1 2026.
29 funds tracked by Wall St. Rank held Dole as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.