GIS
DVA icon

Guardian Investor Services’s DaVita DVA Stock Holding History

Guardian Investor Services’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
2015
Q1 		$96K Hold
1,186
– – 0.08% 305
2014
Q4 		$90K Sell
1,186
-33
-3% -$2.48K 0.07% 313
2014
Q3 		$89K Sell
1,219
-98
-7% -$7.17K 0.07% 314
2014
Q2 		$95K Sell
1,317
-45
-3% -$3.13K 0.07% 316
2014
Q1 		$94K Sell
1,362
-52
-4% -$3.46K 0.07% 320
2013
Q4 		$90K Buy
1,414
+42
+3% +$2.46K 0.07% 328
2013
Q3 		$78K Hold
1,372
– – 0.07% 340
2013
Q2 		$83K Buy
+1,372
New +$85.7K 0.07% 319

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Guardian Investor Services's DVA Position: Q1 2015 in Review

Guardian Investor Services held its DaVita (DVA) position steady in Q1 2015 at 1,186 shares worth $96K. The position accounts for 0.08% of the portfolio, ranked #305.

Guardian Investor Services first reported a position in DVA in Q2 2013 and has held it in 8 quarters since. 485 funds tracked by Wall St. Rank hold DVA as of Q1 2015.

  • Guardian Investor Services held 1,186 shares of DaVita worth $96K as of Q1 2015.
  • Guardian Investor Services left its DaVita share count unchanged in Q1 2015.
  • DaVita made up 0.08% of Guardian Investor Services's portfolio in Q1 2015, its #305 holding.
  • Guardian Investor Services first reported a position in DaVita in Q2 2013 and has held it in 8 quarters since.
  • 485 funds tracked by Wall St. Rank held DaVita as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.