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DVA icon

Ergoteles’s DaVita DVA Stock Holding History

Ergoteles’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
2022
Q4 		– Sell
-70,281
Closed -$5.82M – 1554
2022
Q3 		$5.82M Buy
+70,281
New +$6.16M 0.2% 101
2022
Q2 		– Sell
-27,917
Closed -$3.16M – 1721
2022
Q1 		$3.16M Buy
+27,917
New +$3.13M 0.12% 185
2021
Q4 		– Sell
-70,458
Closed -$8.19M – 1312
2021
Q3 		$8.19M Buy
70,458
+64,017
+994% +$8.02M 0.3% 89
2021
Q2 		$776K Sell
6,441
-17,234
-73% -$2.04M 0.02% 603
2021
Q1 		$2.55M Sell
23,675
-17,025
-42% -$1.89M 0.08% 248
2020
Q4 		$4.78M Buy
40,700
+18,500
+83% +$1.88M 0.16% 146
2020
Q3 		$1.9M Buy
+22,200
New +$1.9M 0.25% 72

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return