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AGF Investments LLC’s DaVita DVA Stock Holding History

AGF Investments LLC’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
2021
Q1 		– Sell
-192
Closed -$23K – 448
2020
Q4 		$23K Sell
192
-143
-43% -$14.6K ﹤0.01% 386
2020
Q3 		$29K Sell
335
-39
-10% -$3.33K ﹤0.01% 381
2020
Q2 		$30K Buy
+374
New +$29.2K ﹤0.01% 408
2019
Q1 		– Sell
-81
Closed -$4K – 652
2018
Q4 		$4K Sell
81
-81
-50% -$5.19K ﹤0.01% 645
2018
Q3 		$12K Buy
162
+81
+100% +$5.73K ﹤0.01% 617
2018
Q2 		$6K Hold
81
– – ﹤0.01% 736
2018
Q1 		$5K Hold
81
– – ﹤0.01% 567
2017
Q4 		$6K Hold
81
– – ﹤0.01% 665
2017
Q3 		$5K Hold
81
– – ﹤0.01% 711
2017
Q2 		$5K Hold
81
– – ﹤0.01% 713
2017
Q1 		$6K Sell
81
-101
-55% -$6.69K ﹤0.01% 692
2016
Q4 		$12K Buy
+182
New +$11.3K ﹤0.01% 460

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

AGF Investments LLC's DVA Position: Q1 2021 in Review

AGF Investments LLC sold out of DaVita (DVA) in Q1 2021, closing a stake of 192 shares — an estimated $23K sold.

AGF Investments LLC first reported a position in DVA in Q4 2016 and held it in 12 quarters. The position peaked at $30K in Q2 2020. 491 funds tracked by Wall St. Rank hold DVA as of Q1 2021.

  • AGF Investments LLC reported no remaining DaVita position as of Q1 2021 after selling out during the quarter.
  • AGF Investments LLC sold 192 DaVita shares in Q1 2021, an estimated $23K.
  • AGF Investments LLC first reported a position in DaVita in Q4 2016 and held it in 12 quarters.
  • AGF Investments LLC's DaVita position peaked at $30K in Q2 2020.
  • 491 funds tracked by Wall St. Rank held DaVita as of Q1 2021.

Based on AGF Investments LLC's 13F filing for Q1 2021, filed 14 May 2021.