Berman Capital Advisors’s DaVita DVA Stock Holding History

Berman Capital Advisors’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 Q3	$22K	Hold	196	–	–	﹤0.01%	942
2021 Q2	$23K	Sell	196 -18	-8%	-$2.13K	﹤0.01%	852
2021 Q1	$23K	Buy	214 +41	+24%	+$4.56K	﹤0.01%	730
2020 Q4	$20K	Sell	173 -397	-70%	-$40.4K	﹤0.01%	670
2020 Q3	$47K	Hold	570	–	–	0.01%	357
2020 Q2	$43K	Buy	570 +414	+265%	+$32.3K	0.01%	356
2020 Q1	$11K	Buy	156 +8	+5%	+$629	﹤0.01%	639
2019 Q4	$11K	Sell	148 -38	-20%	-$2.52K	﹤0.01%	696
2019 Q3	$10K	Buy	186 +38	+26%	+$2.21K	﹤0.01%	706
2019 Q2	$8K	Sell	148 -51	-26%	-$2.64K	﹤0.01%	805
2019 Q1	$10K	Buy	199 +177	+805%	+$9.8K	﹤0.01%	652
2018 Q4	$1K	Buy	+22	New	+$1.41K	﹤0.01%	977

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

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

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

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's DVA Position: Q3 2021 in Review

Berman Capital Advisors held its DaVita (DVA) position steady in Q3 2021 at 196 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Berman Capital Advisors first reported a position in DVA in Q4 2018 and has held it in 12 quarters since. The position peaked at $47K in Q3 2020. 511 funds tracked by Wall St. Rank hold DVA as of Q3 2021.

Berman Capital Advisors held 196 shares of DaVita worth $22K as of Q3 2021.
Berman Capital Advisors left its DaVita share count unchanged in Q3 2021.
DaVita made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #942 holding.
Berman Capital Advisors first reported a position in DaVita in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's DaVita position peaked at $47K in Q3 2020.
511 funds tracked by Wall St. Rank held DaVita as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.