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Acrospire Investment Management’s DaVita DVA Stock Holding History

Acrospire Investment Management’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,200
Closed -$78K – 425
2017
Q2 		$78K Buy
1,200
+200
+20% +$13.2K 0.07% 417
2017
Q1 		$68K Sell
1,000
-900
-47% -$59.6K 0.06% 651
2016
Q4 		$122K Sell
1,900
-1,300
-41% -$81K 0.05% 766
2016
Q3 		$211K Buy
3,200
+2,000
+167% +$141K 0.14% 135
2016
Q2 		$93K Buy
1,200
+700
+140% +$52.9K 0.07% 517
2016
Q1 		$37K Buy
+500
New +$33.8K 0.03% 1177

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Acrospire Investment Management's DVA Position: Q3 2017 in Review

Acrospire Investment Management sold out of DaVita (DVA) in Q3 2017, closing a stake of 1,200 shares — an estimated $78K sold.

Acrospire Investment Management first reported a position in DVA in Q1 2016 and held it in 6 quarters. The position peaked at $211K in Q3 2016. 443 funds tracked by Wall St. Rank hold DVA as of Q3 2017.

  • Acrospire Investment Management reported no remaining DaVita position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,200 DaVita shares in Q3 2017, an estimated $78K.
  • Acrospire Investment Management first reported a position in DaVita in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's DaVita position peaked at $211K in Q3 2016.
  • 443 funds tracked by Wall St. Rank held DaVita as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.