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Advisor Group’s DaVita DVA Stock Holding History

Advisor Group’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
2019
Q4 		$1.86M Buy
24,798
+21,200
+589% +$1.41M 0.01% 854
2019
Q3 		$205K Sell
3,598
-92
-2% -$5.34K ﹤0.01% 2311
2019
Q2 		$208K Sell
3,690
-236
-6% -$12.2K ﹤0.01% 2283
2019
Q1 		$212K Sell
3,926
-252
-6% -$13.9K ﹤0.01% 2239
2018
Q4 		$214K Sell
4,178
-8,035
-66% -$515K ﹤0.01% 2040
2018
Q3 		$875K Buy
12,213
+2,143
+21% +$152K 0.01% 1079
2018
Q2 		$700K Sell
10,070
-365
-3% -$24.4K 0.01% 1088
2018
Q1 		$688K Sell
10,435
-225
-2% -$16.5K 0.01% 1095
2017
Q4 		$770K Sell
10,660
-781
-7% -$48.1K 0.01% 1059
2017
Q3 		$680K Sell
11,441
-551
-5% -$33.2K 0.01% 1023
2017
Q2 		$776K Buy
11,992
+718
+6% +$47.5K 0.01% 889
2017
Q1 		$766K Buy
11,274
+143
+1% +$9.47K 0.02% 842
2016
Q4 		$715K Buy
11,131
+9,006
+424% +$561K 0.02% 817
2016
Q3 		$140K Buy
2,125
+820
+63% +$57.7K ﹤0.01% 1777
2016
Q2 		$99K Buy
+1,305
New +$98.6K ﹤0.01% 1936

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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor Group's DVA Position: Q4 2019 in Review

Advisor Group increased its DaVita (DVA) stake by 589% in Q4 2019, buying an estimated $1.41M and bringing the position to 24,798 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #854.

Advisor Group first reported a position in DVA in Q2 2016 and has held it in 15 quarters since. 452 funds tracked by Wall St. Rank hold DVA as of Q4 2019.

  • Advisor Group held 24,798 shares of DaVita worth $1.86M as of Q4 2019.
  • Advisor Group bought 21,200 DaVita shares in Q4 2019, an estimated $1.41M.
  • DaVita made up 0.01% of Advisor Group's portfolio in Q4 2019, its #854 holding.
  • Advisor Group first reported a position in DaVita in Q2 2016 and has held it in 15 quarters since.
  • 452 funds tracked by Wall St. Rank held DaVita as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.