Mount Yale Investment Advisors, LLC Dover Corp Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$144.44 - $177.9 $57,487 - $70,804	-398 Reduced 21.82%	1,426 $252,000
Q4 2023 Feb 12, 2024	BUY	$128.42 - $155.29 $10,658 - $12,889	83 Added 4.77%	1,824 $280,000
Q3 2023 Oct 11, 2023	BUY	$139.01 - $152.12 $33,362 - $36,508	240 Added 15.99%	1,741 $242,000
Q2 2023 Aug 14, 2023	SELL	$133.33 - $150.52 $60,931 - $68,787	-457 Reduced 23.34%	1,501 $221,000
Q1 2023 May 11, 2023	BUY	$134.42 - $159.61 $6,452 - $7,661	48 Added 2.51%	1,958 $297,000
Q4 2022 Feb 13, 2023	BUY	$119.1 - $143.43 $17,388 - $20,940	146 Added 8.28%	1,910 $258,000
Q3 2022 Nov 07, 2022	BUY	$116.58 - $141.33 $2,681 - $3,250	23 Added 1.32%	1,764 $206,000
Q2 2022 Aug 02, 2022	BUY	$117.29 - $158.55 $13,605 - $18,391	116 Added 7.14%	1,741 $211,000
Q1 2022 May 03, 2022	BUY	$146.19 - $182.92 $877 - $1,097	6 Added 0.37%	1,625 $255,000
Q4 2021 Feb 02, 2022	SELL	$155.99 - $181.6 $3,431 - $3,995	-22 Reduced 1.34%	1,619 $294,000
Q3 2021 Nov 02, 2021	SELL	$150.57 - $175.99 $53,452 - $62,476	-355 Reduced 17.79%	1,641 $255,000
Q2 2021 Aug 04, 2021	SELL	$137.93 - $153.45 $5,517 - $6,138	-40 Reduced 1.96%	1,996 $301,000
Q1 2021 May 04, 2021	SELL	$116.49 - $139.9 $1,164 - $1,399	-10 Reduced 0.49%	2,036 $279,000
Q4 2020 Feb 12, 2021	SELL	$107.14 - $126.34 $40,177 - $47,377	-375 Reduced 15.49%	2,046 $258,000
Q3 2020 Nov 16, 2020	BUY	$94.86 - $115.38 $229,656 - $279,334	2,421 New	2,421 $262,000
Q1 2020 May 04, 2020	SELL	$65.37 - $119.92 $123,941 - $227,368	-1,896 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$91.99 - $115.85 $174,413 - $219,651	1,896 New	1,896 $216,000
Q4 2018 Feb 14, 2019	SELL	$66.53 - $88.16 $76,176 - $100,943	-1,145 Closed	0 $0
Q2 2018 Aug 22, 2018	BUY	$72.31 - $80.39 $82,794 - $92,046	1,145 New	1,145 $84,000

Others Institutions Holding DOV

# of Institutions

1,086

Shares Held

114M

Call Options Held

634K

Put Options Held

276K

Vanguard Group Inc Valley Forge, PA

16.2M
Shares

$3.33 Billion
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

10.4M
Shares

$2.13 Billion
0.16% of portfolio
Black Rock Inc. New York, NY

9.76M
Shares

$2.01 Billion
0.04% of portfolio
State Street Corp Boston, MA

6.21M
Shares

$1.28 Billion
0.05% of portfolio
Price T Rowe Associates Inc Baltimore, MD

3.67M
Shares

$755 Million
0.08% of portfolio

View Full List

About DOVER Corp

Ticker DOV
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 140,354,000
Market Cap $28.9B
Description
Dover Corporation provides equipment and components, consumable supplies, aftermarket parts, software and digital solutions, and support services worldwide. The Engineered Products segment provides various equipment, component, software, solution, and services that are used in aftermarket vehicle service, solid waste handling, industrial automat...

More about DOV

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