Alpha Windward’s DaVita DVA Stock Holding History

Alpha Windward’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
2020 Q4	–	Sell	-152	Closed	-$13K	–	96
2020 Q3	$13K	Sell	152 -100	-40%	-$8.54K	0.01%	326
2020 Q2	$20K	Buy	+252	New	+$19.7K	0.02%	318

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alpha Windward's DVA Position: Q4 2020 in Review

Alpha Windward sold out of DaVita (DVA) in Q4 2020, closing a stake of 152 shares — an estimated $13K sold.

Alpha Windward first reported a position in DVA in Q2 2020 and held it in 2 quarters. The position peaked at $20K in Q2 2020. 524 funds tracked by Wall St. Rank hold DVA as of Q4 2020.

Alpha Windward reported no remaining DaVita position as of Q4 2020 after selling out during the quarter.
Alpha Windward sold 152 DaVita shares in Q4 2020, an estimated $13K.
Alpha Windward first reported a position in DaVita in Q2 2020 and held it in 2 quarters.
Alpha Windward's DaVita position peaked at $20K in Q2 2020.
524 funds tracked by Wall St. Rank held DaVita as of Q4 2020.

Based on Alpha Windward's 13F filing for Q4 2020.