Alpine Woods Capital Investors’s DaVita DVA Stock Holding History

Alpine Woods Capital Investors’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 Q3	–	Sell	-7,009	Closed	-$555K	–	249
2020 Q2	$555K	Hold	7,009	–	–	0.11%	172
2020 Q1	$533K	Buy	+7,009	New	+$551K	0.12%	160
2016 Q1	–	Sell	-7,600	Closed	-$530K	–	433
2015 Q4	$530K	Hold	7,600	–	–	0.03%	320
2015 Q3	$550K	Hold	7,600	–	–	0.03%	317
2015 Q2	$604K	Hold	7,600	–	–	0.03%	293
2015 Q1	$618K	Hold	7,600	–	–	0.03%	300
2014 Q4	$576K	Hold	7,600	–	–	0.03%	309
2014 Q3	$556K	Hold	7,600	–	–	0.03%	325
2014 Q2	$550	Hold	7,600	–	–	0.01%	314
2014 Q1	$523K	Hold	7,600	–	–	0.03%	303
2013 Q4	$481K	Hold	7,600	–	–	0.03%	282
2013 Q3	$432K	Sell	7,600 -10,000	-57%	-$573K	0.03%	283
2013 Q2	$1.06M	Buy	+17,600	New	+$1.1M	0.07%	179

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

Norges Bank Oslo, Norway $935B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alpine Woods Capital Investors's DVA Position: Q3 2020 in Review

Alpine Woods Capital Investors sold out of DaVita (DVA) in Q3 2020, closing a stake of 7,009 shares — an estimated $555K sold.

Alpine Woods Capital Investors first reported a position in DVA in Q2 2013 and held it in 13 quarters. The position peaked at $1.06M in Q2 2013. 489 funds tracked by Wall St. Rank hold DVA as of Q3 2020.

Alpine Woods Capital Investors reported no remaining DaVita position as of Q3 2020 after selling out during the quarter.
Alpine Woods Capital Investors sold 7,009 DaVita shares in Q3 2020, an estimated $555K.
Alpine Woods Capital Investors first reported a position in DaVita in Q2 2013 and held it in 13 quarters.
Alpine Woods Capital Investors's DaVita position peaked at $1.06M in Q2 2013.
489 funds tracked by Wall St. Rank held DaVita as of Q3 2020.

Based on Alpine Woods Capital Investors's 13F filing for Q3 2020, filed 2 Nov 2020.