C.M. Bidwell & Associates’s DaVita DVA Stock Holding History

C.M. Bidwell & Associates’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 Q4	–	Sell	-6	Closed	-$1K	–	568
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	534
2021 Q2	$1K	Buy	+6	New	+$710	﹤0.01%	536
2020 Q3	–	Sell	-5,625	Closed	-$445K	–	472
2020 Q2	$445K	Sell	5,625 -2,560	-31%	-$200K	0.41%	42
2020 Q1	$623K	Sell	8,185 -325	-4%	-$25.5K	0.66%	30
2019 Q4	$639K	Buy	8,510 +5,205	+157%	+$345K	0.58%	35
2019 Q3	$189K	Buy	+3,305	New	+$192K	0.19%	133
2018 Q3	–	Sell	-5,630	Closed	-$391K	–	403
2018 Q2	$391K	Buy	+5,630	New	+$376K	0.36%	75

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 $3.37T AUM 44.26% 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

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

C.M. Bidwell & Associates's DVA Position: Q4 2021 in Review

C.M. Bidwell & Associates sold out of DaVita (DVA) in Q4 2021, closing a stake of 6 shares — an estimated $1K sold.

C.M. Bidwell & Associates first reported a position in DVA in Q2 2018 and held it in 7 quarters. The position peaked at $639K in Q4 2019. 492 funds tracked by Wall St. Rank hold DVA as of Q4 2021.

C.M. Bidwell & Associates reported no remaining DaVita position as of Q4 2021 after selling out during the quarter.
C.M. Bidwell & Associates sold 6 DaVita shares in Q4 2021, an estimated $1K.
C.M. Bidwell & Associates first reported a position in DaVita in Q2 2018 and held it in 7 quarters.
C.M. Bidwell & Associates's DaVita position peaked at $639K in Q4 2019.
492 funds tracked by Wall St. Rank held DaVita as of Q4 2021.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2021, filed 11 Feb 2022.