LCM
DVA icon

Levitt Capital Management’s DaVita DVA Stock Holding History

Levitt Capital Management’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
Q2 		$373K Sell
5,161
-8,776
-63% -$610K 0.89% 31
2014
Q1 		$960K Buy
+13,937
New +$926K 0.91% 28

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Levitt Capital Management's DVA Position: Q2 2014 in Review

Levitt Capital Management reduced its DaVita (DVA) stake by 63% in Q2 2014, selling an estimated $610K and leaving 5,161 shares worth $373K. The position accounts for 0.89% of the portfolio, ranked #31.

Levitt Capital Management first reported a position in DVA in Q1 2014 and has held it in 2 quarters since. The position peaked at $960K in Q1 2014. 471 funds tracked by Wall St. Rank hold DVA as of Q2 2014.

  • Levitt Capital Management held 5,161 shares of DaVita worth $373K as of Q2 2014.
  • Levitt Capital Management sold 8,776 DaVita shares in Q2 2014, an estimated $610K.
  • DaVita made up 0.89% of Levitt Capital Management's portfolio in Q2 2014, its #31 holding.
  • Levitt Capital Management first reported a position in DaVita in Q1 2014 and has held it in 2 quarters since.
  • Levitt Capital Management's DaVita position peaked at $960K in Q1 2014.
  • 471 funds tracked by Wall St. Rank held DaVita as of Q2 2014.

Based on Levitt Capital Management's 13F filing for Q2 2014, filed 21 Jul 2014.