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Peloton Wealth Strategists’s DaVita DVA Stock Holding History

Peloton Wealth Strategists’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
2017
Q3 		– Sell
-11,800
Closed -$764K – 68
2017
Q2 		$764K Sell
11,800
-2,300
-16% -$152K 0.59% 55
2017
Q1 		$958K Sell
14,100
-4,600
-25% -$305K 0.79% 54
2016
Q4 		$1.2M Sell
18,700
-1,000
-5% -$62.3K 0.98% 43
2016
Q3 		$1.3M Buy
+19,700
New +$1.39M 1.08% 38
2016
Q1 		$1.71M Sell
23,300
-700
-3% -$47.3K 1.45% 29
2015
Q4 		$1.67M Sell
24,000
-600
-2% -$44K 1.44% 32
2015
Q3 		$1.78M Hold
24,600
– – 1.55% 26
2015
Q2 		$1.96M Hold
24,600
– – 1.56% 27
2015
Q1 		$2M Buy
24,600
+1,000
+4% +$76.7K 1.55% 28
2014
Q4 		$1.79M Hold
23,600
– – 1.36% 32
2014
Q3 		$1.73M Buy
23,600
+3,800
+19% +$278K 1.36% 37
2014
Q2 		$1.53M Sell
19,800
-2,900
-13% -$202K 1.35% 31
2014
Q1 		$1.56M Sell
22,700
-1,200
-5% -$79.7K 1.28% 42
2013
Q4 		$1.51M Sell
23,900
-1,500
-6% -$88K 1.23% 39
2013
Q3 		$1.45M Buy
25,400
+1,700
+7% +$97.4K 1.21% 40
2013
Q2 		$1.43M Buy
+23,700
New +$1.48M 1.29% 41

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Peloton Wealth Strategists's DVA Position: Q3 2017 in Review

Peloton Wealth Strategists sold out of DaVita (DVA) in Q3 2017, closing a stake of 11,800 shares — an estimated $764K sold.

Peloton Wealth Strategists first reported a position in DVA in Q2 2013 and held it in 16 quarters. The position peaked at $2M in Q1 2015. 443 funds tracked by Wall St. Rank hold DVA as of Q3 2017.

  • Peloton Wealth Strategists reported no remaining DaVita position as of Q3 2017 after selling out during the quarter.
  • Peloton Wealth Strategists sold 11,800 DaVita shares in Q3 2017, an estimated $764K.
  • Peloton Wealth Strategists first reported a position in DaVita in Q2 2013 and held it in 16 quarters.
  • Peloton Wealth Strategists's DaVita position peaked at $2M in Q1 2015.
  • 443 funds tracked by Wall St. Rank held DaVita as of Q3 2017.

Based on Peloton Wealth Strategists's 13F filing for Q3 2017, filed 9 Nov 2017.