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Evercore Wealth Management’s DaVita DVA Stock Holding History

Evercore Wealth Management’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
2017
Q3 		– Sell
-2,250
Closed -$146K – 918
2017
Q2 		$146K Hold
2,250
– – 0.01% 409
2017
Q1 		$153K Hold
2,250
– – 0.01% 413
2016
Q4 		$144K Buy
+2,250
New +$140K 0.01% 433
2013
Q4 		– Sell
-156
Closed -$9K – 876
2013
Q3 		$9K Buy
+156
New +$8.94K ﹤0.01% 761

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Evercore Wealth Management's DVA Position: Q3 2017 in Review

Evercore Wealth Management sold out of DaVita (DVA) in Q3 2017, closing a stake of 2,250 shares — an estimated $146K sold.

Evercore Wealth Management first reported a position in DVA in Q3 2013 and held it in 4 quarters. The position peaked at $153K in Q1 2017. 443 funds tracked by Wall St. Rank hold DVA as of Q3 2017.

  • Evercore Wealth Management reported no remaining DaVita position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 2,250 DaVita shares in Q3 2017, an estimated $146K.
  • Evercore Wealth Management first reported a position in DaVita in Q3 2013 and held it in 4 quarters.
  • Evercore Wealth Management's DaVita position peaked at $153K in Q1 2017.
  • 443 funds tracked by Wall St. Rank held DaVita as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.