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Advantage Investment Management’s DaVita DVA Stock Holding History

Advantage 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
2015
Q1 		– Sell
-300
Closed -$23K – 856
2014
Q4 		$23K Buy
+300
New +$22.6K 0.02% 403

Other funds holding DVA

Berkshire Hathaway
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Advantage Investment Management's DVA Position: Q1 2015 in Review

Advantage Investment Management sold out of DaVita (DVA) in Q1 2015, closing a stake of 300 shares — an estimated $23K sold.

Advantage Investment Management first reported a position in DVA in Q4 2014 and held it in 1 quarter. The position peaked at $23K in Q4 2014. 484 funds tracked by Wall St. Rank hold DVA as of Q1 2015.

  • Advantage Investment Management reported no remaining DaVita position as of Q1 2015 after selling out during the quarter.
  • Advantage Investment Management sold 300 DaVita shares in Q1 2015, an estimated $23K.
  • Advantage Investment Management first reported a position in DaVita in Q4 2014 and held it in 1 quarter.
  • Advantage Investment Management's DaVita position peaked at $23K in Q4 2014.
  • 484 funds tracked by Wall St. Rank held DaVita as of Q1 2015.

Based on Advantage Investment Management's 13F filing for Q1 2015, filed 27 Mar 2017.