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Sterling Financial Planning’s DaVita DVA Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-200
Closed -$23K – 182
2021
Q3 		$23K Hold
200
– – 0.01% 252
2021
Q2 		$24K Hold
200
– – 0.02% 239
2021
Q1 		$22K Hold
200
– – 0.02% 221
2020
Q4 		$23K Buy
+200
New +$20.4K 0.02% 203

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
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Sterling Financial Planning's DVA Position: Q4 2021 in Review

Sterling Financial Planning sold out of DaVita (DVA) in Q4 2021, closing a stake of 200 shares — an estimated $23K sold.

Sterling Financial Planning first reported a position in DVA in Q4 2020 and held it in 4 quarters. The position peaked at $24K in Q2 2021. 492 funds tracked by Wall St. Rank hold DVA as of Q4 2021.

  • Sterling Financial Planning reported no remaining DaVita position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 200 DaVita shares in Q4 2021, an estimated $23K.
  • Sterling Financial Planning first reported a position in DaVita in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's DaVita position peaked at $24K in Q2 2021.
  • 492 funds tracked by Wall St. Rank held DaVita as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.