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Hudson Valley Investment Advisors’s DaVita DVA Stock Holding History

Hudson Valley Investment 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
2014
Q3 		– Sell
-3,150
Closed -$228K – 131
2014
Q2 		$228K Sell
3,150
-525
-14% -$36.5K 0.1% 117
2014
Q1 		$253K Buy
+3,675
New +$244K 0.11% 111

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Hudson Valley Investment Advisors's DVA Position: Q3 2014 in Review

Hudson Valley Investment Advisors sold out of DaVita (DVA) in Q3 2014, closing a stake of 3,150 shares — an estimated $228K sold.

Hudson Valley Investment Advisors first reported a position in DVA in Q1 2014 and held it in 2 quarters. The position peaked at $253K in Q1 2014. 474 funds tracked by Wall St. Rank hold DVA as of Q3 2014.

  • Hudson Valley Investment Advisors reported no remaining DaVita position as of Q3 2014 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 3,150 DaVita shares in Q3 2014, an estimated $228K.
  • Hudson Valley Investment Advisors first reported a position in DaVita in Q1 2014 and held it in 2 quarters.
  • Hudson Valley Investment Advisors's DaVita position peaked at $253K in Q1 2014.
  • 474 funds tracked by Wall St. Rank held DaVita as of Q3 2014.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2014, filed 21 Oct 2014.