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Girard Partners’s DaVita DVA Stock Holding History

Girard Partners’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
Q4 		– Sell
-400
Closed -$28K – 390
2018
Q3 		$28K Buy
+400
New +$28.3K 0.01% 544

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BlackRock
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State Street
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Norges Bank
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Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Girard Partners's DVA Position: Q4 2018 in Review

Girard Partners sold out of DaVita (DVA) in Q4 2018, closing a stake of 400 shares — an estimated $28K sold.

Girard Partners first reported a position in DVA in Q3 2018 and held it in 1 quarter. The position peaked at $28K in Q3 2018. 451 funds tracked by Wall St. Rank hold DVA as of Q4 2018.

  • Girard Partners reported no remaining DaVita position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 400 DaVita shares in Q4 2018, an estimated $28K.
  • Girard Partners first reported a position in DaVita in Q3 2018 and held it in 1 quarter.
  • Girard Partners's DaVita position peaked at $28K in Q3 2018.
  • 451 funds tracked by Wall St. Rank held DaVita as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.