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SeaBridge Investment Advisors’s DaVita DVA Stock Holding History

SeaBridge Investment 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
2017
Q4 		– Sell
-200
Closed -$12K – 255
2017
Q3 		$12K Hold
200
– – ﹤0.01% 227
2017
Q2 		$13K Hold
200
– – ﹤0.01% 223
2017
Q1 		$14K Hold
200
– – ﹤0.01% 223
2016
Q4 		$13K Hold
200
– – ﹤0.01% 214
2016
Q3 		$13K Hold
200
– – ﹤0.01% 216
2016
Q2 		$15K Buy
+200
New +$15.1K ﹤0.01% 208

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SeaBridge Investment Advisors's DVA Position: Q4 2017 in Review

SeaBridge Investment Advisors sold out of DaVita (DVA) in Q4 2017, closing a stake of 200 shares — an estimated $12K sold.

SeaBridge Investment Advisors first reported a position in DVA in Q2 2016 and held it in 6 quarters. The position peaked at $15K in Q2 2016. 479 funds tracked by Wall St. Rank hold DVA as of Q4 2017.

  • SeaBridge Investment Advisors reported no remaining DaVita position as of Q4 2017 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 200 DaVita shares in Q4 2017, an estimated $12K.
  • SeaBridge Investment Advisors first reported a position in DaVita in Q2 2016 and held it in 6 quarters.
  • SeaBridge Investment Advisors's DaVita position peaked at $15K in Q2 2016.
  • 479 funds tracked by Wall St. Rank held DaVita as of Q4 2017.

Based on SeaBridge Investment Advisors's 13F filing for Q4 2017, filed 23 Jan 2018.