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Investment House LLC’s DaVita DVA Stock Holding History

Investment House LLC’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
2017
Q3 		– Sell
-28,090
Closed -$1.82M – 190
2017
Q2 		$1.82M Sell
28,090
-7,930
-22% -$525K 0.24% 91
2017
Q1 		$2.45M Sell
36,020
-4,015
-10% -$266K 0.34% 77
2016
Q4 		$2.57M Sell
40,035
-5,605
-12% -$349K 0.39% 74
2016
Q3 		$3.02M Sell
45,640
-4,755
-9% -$335K 0.45% 71
2016
Q2 		$3.9M Sell
50,395
-205
-0.4% -$15.5K 0.62% 57
2016
Q1 		$3.71M Sell
50,600
-150
-0.3% -$10.1K 0.59% 60
2015
Q4 		$3.54M Sell
50,750
-925
-2% -$67.8K 0.58% 62
2015
Q3 		$3.74M Buy
51,675
+3,390
+7% +$263K 0.65% 53
2015
Q2 		$3.84M Buy
48,285
+2,635
+6% +$216K 0.62% 62
2015
Q1 		$3.71M Sell
45,650
-50
-0.1% -$3.84K 0.6% 61
2014
Q4 		$3.46M Buy
45,700
+4,660
+11% +$351K 0.56% 63
2014
Q3 		$3M Buy
41,040
+875
+2% +$64.1K 0.5% 67
2014
Q2 		$2.9M Buy
40,165
+800
+2% +$55.6K 0.5% 67
2014
Q1 		$2.71M Buy
39,365
+1,945
+5% +$129K 0.48% 69
2013
Q4 		$2.37M Buy
37,420
+160
+0.4% +$9.39K 0.43% 71
2013
Q3 		$2.12M Buy
37,260
+4,250
+13% +$243K 0.43% 75
2013
Q2 		$1.99M Buy
+33,010
New +$2.06M 0.43% 74

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Investment House LLC's DVA Position: Q3 2017 in Review

Investment House LLC sold out of DaVita (DVA) in Q3 2017, closing a stake of 28,090 shares — an estimated $1.82M sold.

Investment House LLC first reported a position in DVA in Q2 2013 and held it in 17 quarters. The position peaked at $3.9M in Q2 2016. 443 funds tracked by Wall St. Rank hold DVA as of Q3 2017.

  • Investment House LLC reported no remaining DaVita position as of Q3 2017 after selling out during the quarter.
  • Investment House LLC sold 28,090 DaVita shares in Q3 2017, an estimated $1.82M.
  • Investment House LLC first reported a position in DaVita in Q2 2013 and held it in 17 quarters.
  • Investment House LLC's DaVita position peaked at $3.9M in Q2 2016.
  • 443 funds tracked by Wall St. Rank held DaVita as of Q3 2017.

Based on Investment House LLC's 13F filing for Q3 2017, filed 30 Oct 2017.