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Simplicity Solutions’s DaVita DVA Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-12,233
Closed -$1.44M – 596
2020
Q4 		$1.44M Sell
12,233
-1,571
-11% -$160K 0.02% 461
2020
Q3 		$1.18M Buy
13,804
+1,707
+14% +$146K 0.02% 444
2020
Q2 		$957K Sell
12,097
-6,667
-36% -$521K 0.02% 484
2020
Q1 		$1.43M Buy
+18,764
New +$1.48M 0.04% 272

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
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

Simplicity Solutions's DVA Position: Q1 2021 in Review

Simplicity Solutions sold out of DaVita (DVA) in Q1 2021, closing a stake of 12,233 shares — an estimated $1.44M sold.

Simplicity Solutions first reported a position in DVA in Q1 2020 and held it in 4 quarters. The position peaked at $1.44M in Q4 2020. 491 funds tracked by Wall St. Rank hold DVA as of Q1 2021.

  • Simplicity Solutions reported no remaining DaVita position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 12,233 DaVita shares in Q1 2021, an estimated $1.44M.
  • Simplicity Solutions first reported a position in DaVita in Q1 2020 and held it in 4 quarters.
  • Simplicity Solutions's DaVita position peaked at $1.44M in Q4 2020.
  • 491 funds tracked by Wall St. Rank held DaVita as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.