LA
DVA icon

Lucus Advisors’s DaVita DVA Stock Holding History

Lucus 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
2018
Q1 		$264K Buy
+4,000
New +$294K 0.46% 19
2017
Q3 		– Sell
-5,578
Closed -$361K – 205
2017
Q2 		$361K Buy
+5,578
New +$369K 0.48% 43

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
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lucus Advisors's DVA Position: Q1 2018 in Review

Lucus Advisors opened a new position in DaVita (DVA) in Q1 2018: 4,000 shares worth $264K. The stake represents 0.46% of the portfolio and ranks #19 among its holdings. This is a return to the name: Lucus Advisors previously reported a position in DVA as recently as Q2 2017.

Lucus Advisors first reported a position in DVA in Q2 2017 and has held it in 2 quarters since. The position peaked at $361K in Q2 2017. 498 funds tracked by Wall St. Rank hold DVA as of Q1 2018.

  • Lucus Advisors held 4,000 shares of DaVita worth $264K as of Q1 2018.
  • DaVita was a new Lucus Advisors position in Q1 2018.
  • DaVita made up 0.46% of Lucus Advisors's portfolio in Q1 2018, its #19 holding.
  • Lucus Advisors first reported a position in DaVita in Q2 2017 and has held it in 2 quarters since.
  • Lucus Advisors's DaVita position peaked at $361K in Q2 2017.
  • 498 funds tracked by Wall St. Rank held DaVita as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.