OAM
DVA icon

Optimal Asset Management’s DaVita DVA Stock Holding History

Optimal Asset 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
2021
Q3 		$432K Buy
3,716
+7
+0.2% +$877 0.05% 314
2021
Q2 		$447K Hold
3,709
– – 0.05% 316
2021
Q1 		$400K Buy
+3,709
New +$412K 0.05% 314

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimal Asset Management's DVA Position: Q3 2021 in Review

Optimal Asset Management increased its DaVita (DVA) stake by 0.19% in Q3 2021, buying an estimated $877 and bringing the position to 3,716 shares worth $432K. The position accounts for 0.05% of the portfolio, ranked #314.

Optimal Asset Management first reported a position in DVA in Q1 2021 and has held it in 3 quarters since. The position peaked at $447K in Q2 2021. 510 funds tracked by Wall St. Rank hold DVA as of Q3 2021.

  • Optimal Asset Management held 3,716 shares of DaVita worth $432K as of Q3 2021.
  • Optimal Asset Management bought 7 DaVita shares in Q3 2021, an estimated $877.
  • DaVita made up 0.05% of Optimal Asset Management's portfolio in Q3 2021, its #314 holding.
  • Optimal Asset Management first reported a position in DaVita in Q1 2021 and has held it in 3 quarters since.
  • Optimal Asset Management's DaVita position peaked at $447K in Q2 2021.
  • 510 funds tracked by Wall St. Rank held DaVita as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.