Advisory Alpha’s DaVita DVA Stock Holding History

Advisory Alpha’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	–	Sell	-4	Closed	-$221	–	799
2019 Q3	$221	Buy	+4	New	+$232	﹤0.01%	864
2019 Q2	–	Sell	-4	Closed	-$210	–	245
2019 Q1	$210	Buy	+4	New	+$221	﹤0.01%	735

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisory Alpha's DVA Position: Q4 2019 in Review

Advisory Alpha sold out of DaVita (DVA) in Q4 2019, closing a stake of 4 shares — an estimated $221 sold.

Advisory Alpha first reported a position in DVA in Q1 2019 and held it in 2 quarters. The position peaked at $221 in Q3 2019. 453 funds tracked by Wall St. Rank hold DVA as of Q4 2019.

Advisory Alpha reported no remaining DaVita position as of Q4 2019 after selling out during the quarter.
Advisory Alpha sold 4 DaVita shares in Q4 2019, an estimated $221.
Advisory Alpha first reported a position in DaVita in Q1 2019 and held it in 2 quarters.
Advisory Alpha's DaVita position peaked at $221 in Q3 2019.
453 funds tracked by Wall St. Rank held DaVita as of Q4 2019.

Based on Advisory Alpha's 13F filing for Q4 2019, filed 14 Feb 2020.