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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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return