Credential Qtrade Securities’s DaVita DVA Stock Holding History

Credential Qtrade Securities’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	-7,735	Closed	-$588K	–	295
2020 Q1	$588K	Sell	7,735 -356	-4%	-$28K	0.1%	108
2019 Q4	$607K	Sell	8,091 -157	-2%	-$10.4K	0.08%	119
2019 Q3	$471K	Sell	8,248 -8,292	-50%	-$482K	0.07%	121
2019 Q2	$931K	Sell	16,540 -957	-5%	-$49.6K	0.15%	91
2019 Q1	$950K	Sell	17,497 -1,915	-10%	-$106K	0.18%	80
2018 Q4	$999K	Buy	19,412 +4,286	+28%	+$274K	0.22%	65
2018 Q3	$1.08M	Buy	+15,126	New	+$1.07M	0.22%	69

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

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

Credential Qtrade Securities's DVA Position: Q2 2020 in Review

Credential Qtrade Securities sold out of DaVita (DVA) in Q2 2020, closing a stake of 7,735 shares — an estimated $588K sold.

Credential Qtrade Securities first reported a position in DVA in Q3 2018 and held it in 7 quarters. The position peaked at $1.08M in Q3 2018. 502 funds tracked by Wall St. Rank hold DVA as of Q2 2020.

Credential Qtrade Securities reported no remaining DaVita position as of Q2 2020 after selling out during the quarter.
Credential Qtrade Securities sold 7,735 DaVita shares in Q2 2020, an estimated $588K.
Credential Qtrade Securities first reported a position in DaVita in Q3 2018 and held it in 7 quarters.
Credential Qtrade Securities's DaVita position peaked at $1.08M in Q3 2018.
502 funds tracked by Wall St. Rank held DaVita as of Q2 2020.

Based on Credential Qtrade Securities's 13F filing for Q2 2020, filed 21 Jul 2025.