FA
DVA icon

FDx Advisors’s DaVita DVA Stock Holding History

FDx Advisors’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
2018
Q3 		– Sell
-15,593
Closed -$1.08M – 889
2018
Q2 		$1.08M Sell
15,593
-25,280
-62% -$1.69M 0.04% 348
2018
Q1 		$2.69M Sell
40,873
-3,572
-8% -$262K 0.08% 218
2017
Q4 		$3.21M Sell
44,445
-2,391
-5% -$147K 0.09% 201
2017
Q3 		$2.78M Buy
46,836
+10,427
+29% +$628K 0.08% 223
2017
Q2 		$2.36M Buy
36,409
+13,085
+56% +$866K 0.07% 249
2017
Q1 		$1.58M Sell
23,324
-15,386
-40% -$1.02M 0.05% 364
2016
Q4 		$2.48M Buy
38,710
+8,944
+30% +$557K 0.07% 244
2016
Q3 		$1.97M Buy
29,766
+6,023
+25% +$424K 0.08% 213
2016
Q2 		$1.84M Buy
23,743
+134
+0.6% +$10.1K 0.08% 215
2016
Q1 		$1.73M Sell
23,609
-1,715
-7% -$116K 0.08% 228
2015
Q4 		$1.76M Buy
25,324
+3,455
+16% +$253K 0.08% 220
2015
Q3 		$1.58M Sell
21,869
-2,672
-11% -$207K 0.14% 149
2015
Q2 		$1.95M Sell
24,541
-4,659
-16% -$383K 0.1% 182
2015
Q1 		$2.38M Sell
29,200
-5,174
-15% -$397K 0.05% 290
2014
Q4 		$2.6M Sell
34,374
-2,939
-8% -$221K 0.16% 112
2014
Q3 		$2.73M Buy
37,313
+1,083
+3% +$79.3K 0.18% 110
2014
Q2 		$2.62M Buy
36,230
+5,735
+19% +$399K 0.17% 128
2014
Q1 		$2.1M Buy
30,495
+11,502
+61% +$764K 0.18% 128
2013
Q4 		$1.2M Buy
18,993
+9,446
+99% +$554K 0.12% 175
2013
Q3 		$543K Buy
9,547
+3,639
+62% +$208K 0.06% 276
2013
Q2 		$357K Buy
+5,908
New +$369K 0.05% 332

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FDx Advisors's DVA Position: Q3 2018 in Review

FDx Advisors sold out of DaVita (DVA) in Q3 2018, closing a stake of 15,593 shares — an estimated $1.08M sold.

FDx Advisors first reported a position in DVA in Q2 2013 and held it in 21 quarters. The position peaked at $3.21M in Q4 2017. 490 funds tracked by Wall St. Rank hold DVA as of Q3 2018.

  • FDx Advisors reported no remaining DaVita position as of Q3 2018 after selling out during the quarter.
  • FDx Advisors sold 15,593 DaVita shares in Q3 2018, an estimated $1.08M.
  • FDx Advisors first reported a position in DaVita in Q2 2013 and held it in 21 quarters.
  • FDx Advisors's DaVita position peaked at $3.21M in Q4 2017.
  • 490 funds tracked by Wall St. Rank held DaVita as of Q3 2018.

Based on FDx Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.