Rice Partnership’s DaVita DVA Stock Holding History

Rice Partnership’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 Q2	–	Sell	-3,300	Closed	-$251K	–	91
2020 Q1	$251K	Buy	+3,300	New	+$259K	0.17%	59

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Rice Partnership's DVA Position: Q2 2020 in Review

Rice Partnership sold out of DaVita (DVA) in Q2 2020, closing a stake of 3,300 shares — an estimated $251K sold.

Rice Partnership first reported a position in DVA in Q1 2020 and held it in 1 quarter. The position peaked at $251K in Q1 2020. 502 funds tracked by Wall St. Rank hold DVA as of Q2 2020.

Rice Partnership reported no remaining DaVita position as of Q2 2020 after selling out during the quarter.
Rice Partnership sold 3,300 DaVita shares in Q2 2020, an estimated $251K.
Rice Partnership first reported a position in DaVita in Q1 2020 and held it in 1 quarter.
Rice Partnership's DaVita position peaked at $251K in Q1 2020.
502 funds tracked by Wall St. Rank held DaVita as of Q2 2020.

Based on Rice Partnership's 13F filing for Q2 2020, filed 13 Aug 2020.