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	–	261
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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rational Advisors's DVA Position: Q4 2020 in Review

Rational Advisors sold out of DaVita (DVA) in Q4 2020, closing a stake of 25 shares — an estimated $2K sold.

Rational Advisors first reported a position in DVA in Q2 2013 and held it in 18 quarters. The position peaked at $259K in Q2 2017. 525 funds tracked by Wall St. Rank hold DVA as of Q4 2020.

Rational Advisors reported no remaining DaVita position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 25 DaVita shares in Q4 2020, an estimated $2K.
Rational Advisors first reported a position in DaVita in Q2 2013 and held it in 18 quarters.
Rational Advisors's DaVita position peaked at $259K in Q2 2017.
525 funds tracked by Wall St. Rank held DaVita as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.