Arden Trust’s DaVita DVA Stock Holding History

Arden Trust’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 Q2	–	Sell	-777	Closed	-$59K	–	441
2020 Q1	$59K	Buy	+777	New	+$61.1K	0.01%	455
2016 Q2	–	Sell	-3,349	Closed	-$246K	–	645
2016 Q1	$246K	Sell	3,349 -629	-16%	-$42.5K	0.02%	523
2015 Q4	$277K	Buy	3,978 +44	+1%	+$3.22K	0.02%	482
2015 Q3	$285K	Buy	+3,934	New	+$305K	0.02%	528
2015 Q2	–	Sell	-2,861	Closed	-$232K	–	427
2015 Q1	$232K	Buy	+2,861	New	+$220K	0.03%	377

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCM

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

Norges Bank Oslo, Norway $1T AUM

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

Arden Trust's DVA Position: Q2 2020 in Review

Arden Trust sold out of DaVita (DVA) in Q2 2020, closing a stake of 777 shares — an estimated $59K sold.

Arden Trust first reported a position in DVA in Q1 2015 and held it in 5 quarters. The position peaked at $285K in Q3 2015. 502 funds tracked by Wall St. Rank hold DVA as of Q2 2020.

Arden Trust reported no remaining DaVita position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 777 DaVita shares in Q2 2020, an estimated $59K.
Arden Trust first reported a position in DaVita in Q1 2015 and held it in 5 quarters.
Arden Trust's DaVita position peaked at $285K in Q3 2015.
502 funds tracked by Wall St. Rank held DaVita as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.