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Claro Advisors’s DaVita DVA Stock Holding History

Claro 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
2019
Q1 		– Sell
-376
Closed -$27K – 355
2018
Q4 		$27K Buy
+376
New +$24.1K 0.02% 478

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Claro Advisors's DVA Position: Q1 2019 in Review

Claro Advisors sold out of DaVita (DVA) in Q1 2019, closing a stake of 376 shares — an estimated $27K sold.

Claro Advisors first reported a position in DVA in Q4 2018 and held it in 1 quarter. The position peaked at $27K in Q4 2018. 440 funds tracked by Wall St. Rank hold DVA as of Q1 2019.

  • Claro Advisors reported no remaining DaVita position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 376 DaVita shares in Q1 2019, an estimated $27K.
  • Claro Advisors first reported a position in DaVita in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's DaVita position peaked at $27K in Q4 2018.
  • 440 funds tracked by Wall St. Rank held DaVita as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.