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Aris Wealth Services’s DaVita DVA Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-590
Closed -$47K – 414
2015
Q2 		$47K Buy
590
+10
+2% +$821 0.04% 222
2015
Q1 		$47K Buy
+580
New +$44.5K 0.04% 220

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Aris Wealth Services's DVA Position: Q3 2015 in Review

Aris Wealth Services sold out of DaVita (DVA) in Q3 2015, closing a stake of 590 shares — an estimated $47K sold.

Aris Wealth Services first reported a position in DVA in Q1 2015 and held it in 2 quarters. The position peaked at $47K in Q2 2015. 470 funds tracked by Wall St. Rank hold DVA as of Q3 2015.

  • Aris Wealth Services reported no remaining DaVita position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 590 DaVita shares in Q3 2015, an estimated $47K.
  • Aris Wealth Services first reported a position in DaVita in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's DaVita position peaked at $47K in Q2 2015.
  • 470 funds tracked by Wall St. Rank held DaVita as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.