David J Yvars Group Closed Holding Positions

David J Yvars Group

  • $157 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ENTG
Entegris Inc

Technology
Q2 2022 Filed on Jul 15, 2022
2,624
$92.0 - $125.13 $241K - $328K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
3,152
$56.85 - $68.24 $179K - $215K
GDV
Gabelli Dividend & Income Trust

Financial Services
Q2 2022 Filed on Jul 15, 2022
11,613
$19.53 - $24.94 $227K - $290K
KBE
Spdr S&P Bank ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
3,975
$42.82 - $51.88 $170K - $206K
SBLK
Star Bulk Carriers Corp.

Industrials
Q2 2022 Filed on Jul 15, 2022
149,010
$24.03 - $33.6 $3.58M - $5.01M
APA
Apa Corp

Energy
Q2 2022 Filed on Jul 15, 2022
139,828
$34.9 - $51.39 $4.88M - $7.19M
ATKR
Atkore Inc.

Industrials
Q2 2022 Filed on Jul 15, 2022
41,771
$80.9 - $122.84 $3.38M - $5.13M
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q2 2022 Filed on Jul 15, 2022
18,181
N/A
FANG
Diamondback Energy, Inc.

Energy
Q2 2022 Filed on Jul 15, 2022
24,736
$119.24 - $160.4 $2.95M - $3.97M
SLB
Schlumberger Limited

Energy
Q2 2022 Filed on Jul 15, 2022
138,725
$34.98 - $49.57 $4.85M - $6.88M
PSA
Public Storage

Real Estate
Q2 2022 Filed on Jul 15, 2022
14,507
$297.48 - $419.9 $4.32M - $6.09M
PSX
Phillips 66

Energy
Q2 2022 Filed on Jul 15, 2022
20,147
$81.02 - $110.25 $1.63M - $2.22M
GSL
Global Ship Lease, Inc.

Industrials
Q2 2022 Filed on Jul 15, 2022
184,393
$16.52 - $28.95 $3.05M - $5.34M
MATX
Matson, Inc.

Industrials
Q2 2022 Filed on Jul 15, 2022
53,660
$69.34 - $115.55 $3.72M - $6.2M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 21, 2022
137,563
$27.92 - $48.21 $3.84M - $6.63M
BCV
Bancroft Fund LTD

Financial Services
Q1 2022 Filed on Apr 21, 2022
11,145
$21.32 - $26.41 $238K - $294K
ERC
Allspring Multi Sector Income Fund

Financial Services
Q1 2022 Filed on Apr 21, 2022
13,355
$9.73 - $13.09 $130K - $175K
V
Visa Inc.

Financial Services
Q1 2022 Filed on Apr 21, 2022
1,650
$190.7 - $235.42 $315K - $388K
JD
Jd.Com, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 21, 2022
3,075
$42.94 - $78.29 $132K - $241K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q1 2022 Filed on Apr 21, 2022
2,441
$121.42 - $128.17 $296K - $313K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2022 Filed on Apr 21, 2022
10,461
$13.13 - $14.91 $137K - $156K
MA
Mastercard Inc

Financial Services
Q1 2022 Filed on Apr 21, 2022
1,041
$312.92 - $396.75 $326K - $413K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q1 2022 Filed on Apr 21, 2022
1,217
$416.25 - $477.71 $507K - $581K
GNRC
Generac Holdings Inc.

Industrials
Q1 2022 Filed on Apr 21, 2022
16,502
$256.99 - $347.91 $4.24M - $5.74M
TWLO
Twilio Inc

Communication Services
Q1 2022 Filed on Apr 21, 2022
1,070
$125.17 - $262.29 $134K - $281K
Guggenheim Enhanced Eqt Incm
Q4 2021 Filed on Jan 18, 2022
120,106
N/A
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Jan 18, 2022
3,662
$135.09 - $284.11 $495K - $1.04M
INMD
In Mode Ltd.

Healthcare
Q4 2021 Filed on Jan 18, 2022
97,420
$63.78 - $97.86 $6.21M - $9.53M
DIS
Walt Disney CO

Communication Services
Q4 2021 Filed on Jan 18, 2022
1,592
$142.15 - $177.71 $226K - $283K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 18, 2022
18,552
$179.32 - $271.7 $3.33M - $5.04M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q3 2021 Filed on Oct 18, 2021
1,704
$125.08 - $136.86 $213K - $233K
New Oriental Ed & Technology
Q3 2021 Filed on Oct 18, 2021
13,800
N/A
GM
General Motors CO

Consumer Cyclical
Q3 2021 Filed on Oct 18, 2021
121,120
$48.18 - $59.11 $5.84M - $7.16M
QFIN
360 Digi Tech, Inc.

Financial Services
Q3 2021 Filed on Oct 18, 2021
6,970
$16.9 - $38.79 $118K - $270K
COWN
Cowen Inc.

Financial Services
Q3 2021 Filed on Oct 18, 2021
129,998
$32.05 - $41.97 $4.17M - $5.46M
VALE
Vale S.A.

Basic Materials
Q3 2021 Filed on Oct 18, 2021
11,570
$13.8 - $22.94 $160K - $265K
WAL
Western Alliance Bancorporation

Financial Services
Q3 2021 Filed on Oct 18, 2021
38,580
$90.02 - $108.82 $3.47M - $4.2M
CAT
Caterpillar Inc

Industrials
Q2 2021 Filed on Jul 21, 2021
1,295
$208.86 - $244.79 $270K - $317K
APPS
Digital Turbine, Inc.

Technology
Q2 2021 Filed on Jul 21, 2021
31,740
$56.77 - $88.67 $1.8M - $2.81M
VEEV
Veeva Systems Inc

Healthcare
Q1 2021 Filed on Apr 19, 2021
21,037
$241.17 - $318.09 $5.07M - $6.69M
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
Q1 2021 Filed on Apr 19, 2021
15,014
$13.07 - $14.17 $196K - $213K
Track This Portfolio

Track David J Yvars Group Portfolio

Follow David J Yvars Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of David J Yvars Group, based on Form 13F filings with the SEC.

News

Stay updated on David J Yvars Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email