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Sonora Investment Management’s DaVita DVA Stock Holding History

Sonora Investment Management’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
2020
Q1 		– Sell
-41
Closed -$3K – 1689
2019
Q4 		$3K Hold
41
– – ﹤0.01% 1533
2019
Q3 		$2K Hold
41
– – ﹤0.01% 1558
2019
Q2 		$2K Hold
41
– – ﹤0.01% 1564
2019
Q1 		$2K Hold
41
– – ﹤0.01% 1384
2018
Q4 		$2K Sell
41
-196
-83% -$12.6K ﹤0.01% 1143
2018
Q3 		$17K Hold
237
– – ﹤0.01% 694
2018
Q2 		$16K Hold
237
– – ﹤0.01% 659
2018
Q1 		$15.6K Buy
+237
New +$17.4K ﹤0.01% 651
2015
Q4 		– Sell
-66
Closed -$5K – 885
2015
Q3 		$5K Buy
+66
New +$5.12K ﹤0.01% 708

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 $3.37T AUM 44.26% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sonora Investment Management's DVA Position: Q1 2020 in Review

Sonora Investment Management sold out of DaVita (DVA) in Q1 2020, closing a stake of 41 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in DVA in Q3 2015 and held it in 9 quarters. The position peaked at $17K in Q3 2018. 483 funds tracked by Wall St. Rank hold DVA as of Q1 2020.

  • Sonora Investment Management reported no remaining DaVita position as of Q1 2020 after selling out during the quarter.
  • Sonora Investment Management sold 41 DaVita shares in Q1 2020, an estimated $3K.
  • Sonora Investment Management first reported a position in DaVita in Q3 2015 and held it in 9 quarters.
  • Sonora Investment Management's DaVita position peaked at $17K in Q3 2018.
  • 483 funds tracked by Wall St. Rank held DaVita as of Q1 2020.

Based on Sonora Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.