FourThought Financial’s DaVita DVA Stock Holding History

FourThought Financial’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 Q3	$46K	Hold	561	–	–	0.01%	634
2022 Q2	$45K	Buy	561 +51	+10%	+$5.16K	0.01%	637
2022 Q1	$56K	Buy	510 +169	+50%	+$19K	0.01%	624
2021 Q4	$39K	Sell	341 -14	-4%	-$1.5K	﹤0.01%	737
2021 Q3	$41K	Sell	355 -42	-11%	-$5.26K	0.01%	744
2021 Q2	$47K	Sell	397 -19	-5%	-$2.25K	0.01%	724
2021 Q1	$44K	Buy	416 +3	+0.7%	+$333	0.01%	717
2020 Q4	$48K	Buy	+413	New	+$42.1K	0.01%	670

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

Norges Bank Oslo, Norway $935B AUM

GCM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FourThought Financial's DVA Position: Q3 2022 in Review

FourThought Financial held its DaVita (DVA) position steady in Q3 2022 at 561 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #634.

FourThought Financial first reported a position in DVA in Q4 2020 and has held it in 8 quarters since. The position peaked at $56K in Q1 2022. 443 funds tracked by Wall St. Rank hold DVA as of Q3 2022.

FourThought Financial held 561 shares of DaVita worth $46K as of Q3 2022.
FourThought Financial left its DaVita share count unchanged in Q3 2022.
DaVita made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #634 holding.
FourThought Financial first reported a position in DaVita in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's DaVita position peaked at $56K in Q1 2022.
443 funds tracked by Wall St. Rank held DaVita as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.