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Lebenthal Holdings’s DaVita DVA Stock Holding History

Lebenthal Holdings’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
2016
Q2 		$266K Buy
+3,439
New +$260K 0.03% 316

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lebenthal Holdings's DVA Position: Q2 2016 in Review

Lebenthal Holdings opened a new position in DaVita (DVA) in Q2 2016: 3,439 shares worth $266K. The stake represents 0.03% of the portfolio and ranks #316 among its holdings.

501 funds tracked by Wall St. Rank hold DVA as of Q2 2016.

  • Lebenthal Holdings held 3,439 shares of DaVita worth $266K as of Q2 2016.
  • DaVita was a new Lebenthal Holdings position in Q2 2016.
  • DaVita made up 0.03% of Lebenthal Holdings's portfolio in Q2 2016, its #316 holding.
  • 501 funds tracked by Wall St. Rank held DaVita as of Q2 2016.

Based on Lebenthal Holdings's 13F filing for Q2 2016, filed 19 Aug 2016.