CSat Investment Advisory’s DaVita DVA Stock Holding History

CSat Investment Advisory’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 Q1	$104K	Buy	967 +292	+43%	+$32.4K	0.09%	82
2020 Q4	$79K	Sell	675 -404	-37%	-$41.2K	0.07%	95
2020 Q3	$93K	Buy	1,079 +16	+2%	+$1.37K	0.01%	490
2020 Q2	$84K	Buy	1,063 +147	+16%	+$11.5K	0.01%	538
2020 Q1	$70K	Sell	916 -13	-1%	-$1.02K	0.01%	439
2019 Q4	$69K	Sell	929 -106	-10%	-$7.03K	0.02%	490
2019 Q3	$59K	Sell	1,035 -132	-11%	-$7.67K	0.02%	451
2019 Q2	$66K	Buy	1,167 +272	+30%	+$14.1K	0.02%	383
2019 Q1	$49K	Buy	895 +314	+54%	+$17.4K	0.02%	165
2018 Q4	$30K	Buy	581 +222	+62%	+$14.2K	0.02%	198
2018 Q3	$26K	Buy	359 +114	+47%	+$8.06K	0.01%	185
2018 Q2	$17K	Buy	+245	New	+$16.4K	0.01%	229

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

GCM

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

CSat Investment Advisory's DVA Position: Q1 2021 in Review

CSat Investment Advisory increased its DaVita (DVA) stake by 43% in Q1 2021, buying an estimated $32.4K and bringing the position to 967 shares worth $104K. The position accounts for 0.09% of the portfolio, ranked #82.

CSat Investment Advisory first reported a position in DVA in Q2 2018 and has held it in 12 quarters since. 492 funds tracked by Wall St. Rank hold DVA as of Q1 2021.

CSat Investment Advisory held 967 shares of DaVita worth $104K as of Q1 2021.
CSat Investment Advisory bought 292 DaVita shares in Q1 2021, an estimated $32.4K.
DaVita made up 0.09% of CSat Investment Advisory's portfolio in Q1 2021, its #82 holding.
CSat Investment Advisory first reported a position in DaVita in Q2 2018 and has held it in 12 quarters since.
492 funds tracked by Wall St. Rank held DaVita as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.