Rational Advisors’s DaVita DVA Stock Holding History

Rational 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
2020 Q4	–	Sell	-25	Closed	-$2K	–	316
2020 Q3	$2K	Sell	25 -197	-89%	-$16.8K	﹤0.01%	466
2020 Q2	$18K	Buy	+222	New	+$17.3K	0.01%	288
2020 Q1	–	Sell	-440	Closed	-$33K	–	262
2019 Q4	$33K	Buy	440 +106	+32%	+$7.03K	0.02%	388
2019 Q3	$19K	Buy	334 +254	+318%	+$14.8K	0.01%	456
2019 Q2	$5K	Hold	80	–	–	﹤0.01%	515
2019 Q1	$4K	Sell	80 -213	-73%	-$11.8K	﹤0.01%	466
2018 Q4	$15K	Buy	293 +267	+1,027%	+$17.1K	﹤0.01%	367
2018 Q3	$2K	Buy	26 +14	+117%	+$990	﹤0.01%	464
2018 Q2	$1K	Buy	+12	New	+$802	﹤0.01%	460
2017 Q4	–	Sell	-4,000	Closed	-$238K	–	296
2017 Q3	$238K	Hold	4,000	–	–	0.13%	187
2017 Q2	$259K	Buy	+4,000	New	+$265K	0.16%	157
2015 Q3	$4K	Hold	60	–	–	﹤0.01%	427
2015 Q2	$5K	Hold	60	–	–	﹤0.01%	424
2015 Q1	$5K	Sell	60 -40	-40%	-$3.07K	﹤0.01%	421
2014 Q4	$8K	Buy	+100	New	+$7.53K	﹤0.01%	459
2013 Q4	$10K	Sell	150 -10	-6%	-$587	﹤0.01%	805
2013 Q3	$9K	Hold	160	–	–	﹤0.01%	841
2013 Q2	$10K	Buy	+160	New	+$9.99K	﹤0.01%	828

Other funds holding DVA

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return