Altshuler Shaham’s DaVita DVA Stock Holding History

Altshuler Shaham’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	-335	Closed	-$39K	–	480
2020 Q4	$39K	Buy	+335	New	+$34.1K	﹤0.01%	303
2020 Q3	–	Sell	-232	Closed	-$18K	–	393
2020 Q2	$18K	Sell	232 -34	-13%	-$2.65K	﹤0.01%	268
2020 Q1	$20K	Buy	+266	New	+$20.9K	﹤0.01%	234

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

Altshuler Shaham's DVA Position: Q1 2021 in Review

Altshuler Shaham sold out of DaVita (DVA) in Q1 2021, closing a stake of 335 shares — an estimated $39K sold.

Altshuler Shaham first reported a position in DVA in Q1 2020 and held it in 3 quarters. The position peaked at $39K in Q4 2020. 491 funds tracked by Wall St. Rank hold DVA as of Q1 2021.

Altshuler Shaham reported no remaining DaVita position as of Q1 2021 after selling out during the quarter.
Altshuler Shaham sold 335 DaVita shares in Q1 2021, an estimated $39K.
Altshuler Shaham first reported a position in DaVita in Q1 2020 and held it in 3 quarters.
Altshuler Shaham's DaVita position peaked at $39K in Q4 2020.
491 funds tracked by Wall St. Rank held DaVita as of Q1 2021.

Based on Altshuler Shaham's 13F filing for Q1 2021, filed 13 May 2021.