Alera Investment Advisors’s DaVita DVA Stock Holding History

Alera Investment Advisors’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 Q2	–	Sell	-86	Closed	-$5K	–	332
2019 Q1	$5K	Buy	86 +79	+1,129%	+$4.37K	﹤0.01%	625
2018 Q4	$0	Buy	+7	New	+$448	﹤0.01%	1137

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 $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PCM

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

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

GCM

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

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alera Investment Advisors's DVA Position: Q2 2019 in Review

Alera Investment Advisors sold out of DaVita (DVA) in Q2 2019, closing a stake of 86 shares — an estimated $5K sold.

Alera Investment Advisors first reported a position in DVA in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 400 funds tracked by Wall St. Rank hold DVA as of Q2 2019.

Alera Investment Advisors reported no remaining DaVita position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 86 DaVita shares in Q2 2019, an estimated $5K.
Alera Investment Advisors first reported a position in DaVita in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's DaVita position peaked at $5K in Q1 2019.
400 funds tracked by Wall St. Rank held DaVita as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.