Sargent Bickham Lagudis’s DaVita DVA Stock Holding History

Sargent Bickham Lagudis’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 Q4	$22.4K	Hold	300	–	–	﹤0.01%	580
2022 Q3	$25K	Hold	300	–	–	﹤0.01%	534
2022 Q2	$24K	Sell	300 -16	-5%	-$1.62K	﹤0.01%	553
2022 Q1	$36K	Hold	316	–	–	﹤0.01%	514
2021 Q4	$36K	Hold	316	–	–	﹤0.01%	508
2021 Q3	$37K	Hold	316	–	–	﹤0.01%	504
2021 Q2	$38K	Buy	316 +16	+5%	+$1.89K	﹤0.01%	501
2021 Q1	$32K	Hold	300	–	–	﹤0.01%	511
2020 Q4	$35K	Buy	+300	New	+$30.6K	﹤0.01%	471
2016 Q3	–	Sell	-390	Closed	-$43K	–	734
2016 Q2	$43K	Hold	390	–	–	0.01%	360
2016 Q1	$43K	Buy	+390	New	+$26.3K	0.01%	381

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

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

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

Sargent Bickham Lagudis's DVA Position: Q4 2022 in Review

Sargent Bickham Lagudis held its DaVita (DVA) position steady in Q4 2022 at 300 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Sargent Bickham Lagudis first reported a position in DVA in Q1 2016 and has held it in 11 quarters since. The position peaked at $43K in Q2 2016. 444 funds tracked by Wall St. Rank hold DVA as of Q4 2022.

Sargent Bickham Lagudis held 300 shares of DaVita worth $22.4K as of Q4 2022.
Sargent Bickham Lagudis left its DaVita share count unchanged in Q4 2022.
DaVita made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #580 holding.
Sargent Bickham Lagudis first reported a position in DaVita in Q1 2016 and has held it in 11 quarters since.
Sargent Bickham Lagudis's DaVita position peaked at $43K in Q2 2016.
444 funds tracked by Wall St. Rank held DaVita as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.