Evermay Wealth Management’s DaVita DVA Stock Holding History

Evermay 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
2021 Q3	–	Sell	-56	Closed	-$7K	–	473
2021 Q2	$7K	Buy	+56	New	+$6.63K	﹤0.01%	427

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

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

GCM

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

Norges Bank Oslo, Norway $935B AUM

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

Evermay Wealth Management's DVA Position: Q3 2021 in Review

Evermay Wealth Management sold out of DaVita (DVA) in Q3 2021, closing a stake of 56 shares — an estimated $7K sold.

Evermay Wealth Management first reported a position in DVA in Q2 2021 and held it in 1 quarter. The position peaked at $7K in Q2 2021. 510 funds tracked by Wall St. Rank hold DVA as of Q3 2021.

Evermay Wealth Management reported no remaining DaVita position as of Q3 2021 after selling out during the quarter.
Evermay Wealth Management sold 56 DaVita shares in Q3 2021, an estimated $7K.
Evermay Wealth Management first reported a position in DaVita in Q2 2021 and held it in 1 quarter.
Evermay Wealth Management's DaVita position peaked at $7K in Q2 2021.
510 funds tracked by Wall St. Rank held DaVita as of Q3 2021.

Based on Evermay Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.