Ruffer LLP’s DaVita DVA Stock Holding History

Ruffer LLP’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
2022 Q3	–	Sell	-15,000	Closed	-$1.2M	–	97
2022 Q2	$1.2M	Sell	15,000 -5,000	-25%	-$506K	0.05%	70
2022 Q1	$2.26M	Hold	20,000	–	–	0.05%	63
2021 Q4	$2.31M	Buy	+20,000	New	+$2.15M	0.06%	58
2019 Q1	–	Sell	-19,000	Closed	-$978K	–	95
2018 Q4	$978K	Buy	+19,000	New	+$1.22M	0.03%	66
2018 Q3	–	Sell	-13,000	Closed	-$903K	–	78
2018 Q2	$903K	Hold	13,000	–	–	0.03%	62
2018 Q1	$828K	Sell	13,000 -5,000	-28%	-$367K	0.04%	55
2017 Q4	$1.3M	Sell	18,000 -32,000	-64%	-$1.97M	0.05%	43
2017 Q3	$2.97M	Buy	+50,000	New	+$3.01M	0.13%	32

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

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

Norges Bank Oslo, Norway $1T AUM

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

Ruffer LLP's DVA Position: Q3 2022 in Review

Ruffer LLP sold out of DaVita (DVA) in Q3 2022, closing a stake of 15,000 shares — an estimated $1.2M sold.

Ruffer LLP first reported a position in DVA in Q3 2017 and held it in 8 quarters. The position peaked at $2.97M in Q3 2017. 441 funds tracked by Wall St. Rank hold DVA as of Q3 2022.

Ruffer LLP reported no remaining DaVita position as of Q3 2022 after selling out during the quarter.
Ruffer LLP sold 15,000 DaVita shares in Q3 2022, an estimated $1.2M.
Ruffer LLP first reported a position in DaVita in Q3 2017 and held it in 8 quarters.
Ruffer LLP's DaVita position peaked at $2.97M in Q3 2017.
441 funds tracked by Wall St. Rank held DaVita as of Q3 2022.

Based on Ruffer LLP's 13F filing for Q3 2022, filed 10 Nov 2022.