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JP Morgan Private Wealth Advisors’s DaVita DVA Stock Holding History

JP Morgan Private Wealth 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
2020
Q4 		– Sell
-5,429
Closed -$465K – 1718
2020
Q3 		$465K Sell
5,429
-435
-7% -$37.2K ﹤0.01% 1191
2020
Q2 		$464K Sell
5,864
-1,906
-25% -$149K ﹤0.01% 1138
2020
Q1 		$591K Buy
7,770
+276
+4% +$21.7K ﹤0.01% 875
2019
Q4 		$562K Buy
7,494
+3,669
+96% +$243K ﹤0.01% 1010
2019
Q3 		$218K Buy
+3,825
New +$222K ﹤0.01% 1311
2019
Q2 		– Sell
-5,708
Closed -$310K – 1396
2019
Q1 		$310K Sell
5,708
-800
-12% -$44.3K ﹤0.01% 1194
2018
Q4 		$335K Buy
6,508
+196
+3% +$12.6K ﹤0.01% 1112
2018
Q3 		$452K Buy
6,312
+611
+11% +$43.2K ﹤0.01% 1106
2018
Q2 		$395K Buy
5,701
+248
+5% +$16.6K ﹤0.01% 1093
2018
Q1 		$360K Buy
5,453
+191
+4% +$14K ﹤0.01% 981
2017
Q4 		$380K Buy
5,262
+13
+0.2% +$800 ﹤0.01% 967
2017
Q3 		$311K Sell
5,249
-415
-7% -$25K ﹤0.01% 1007
2017
Q2 		$366K Sell
5,664
-335
-6% -$22.2K ﹤0.01% 940
2017
Q1 		$408K Sell
5,999
-83
-1% -$5.5K ﹤0.01% 939
2016
Q4 		$390K Sell
6,082
-92
-1% -$5.73K ﹤0.01% 901
2016
Q3 		$408K Sell
6,174
-680
-10% -$47.9K ﹤0.01% 862
2016
Q2 		$530K Buy
6,854
+2,723
+66% +$206K 0.01% 762
2016
Q1 		$303K Sell
4,131
-89
-2% -$6.01K ﹤0.01% 943
2015
Q4 		$294K Sell
4,220
-182
-4% -$13.3K ﹤0.01% 869
2015
Q3 		$318K Sell
4,402
-2,575
-37% -$200K ﹤0.01% 776
2015
Q2 		$555K Sell
6,977
-78
-1% -$6.41K 0.01% 640
2015
Q1 		$573K Sell
7,055
-219
-3% -$16.8K 0.01% 682
2014
Q4 		$550K Sell
7,274
-75
-1% -$5.65K 0.01% 676
2014
Q3 		$538K Buy
7,349
+2,331
+46% +$171K 0.01% 669
2014
Q2 		$363K Sell
5,018
-13,710
-73% -$953K 0.01% 659
2014
Q1 		$1.29M Buy
18,728
+13,428
+253% +$892K 0.02% 352
2013
Q4 		$336K Buy
+5,300
New +$311K 0.01% 520

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DVA Position: Q4 2020 in Review

JP Morgan Private Wealth Advisors sold out of DaVita (DVA) in Q4 2020, closing a stake of 5,429 shares — an estimated $465K sold.

JP Morgan Private Wealth Advisors first reported a position in DVA in Q4 2013 and held it in 27 quarters. The position peaked at $1.29M in Q1 2014. 525 funds tracked by Wall St. Rank hold DVA as of Q4 2020.

  • JP Morgan Private Wealth Advisors reported no remaining DaVita position as of Q4 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 5,429 DaVita shares in Q4 2020, an estimated $465K.
  • JP Morgan Private Wealth Advisors first reported a position in DaVita in Q4 2013 and held it in 27 quarters.
  • JP Morgan Private Wealth Advisors's DaVita position peaked at $1.29M in Q1 2014.
  • 525 funds tracked by Wall St. Rank held DaVita as of Q4 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.