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Stifel Nicolaus & Co’s DaVita DVA Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$363K Sell
6,388
-1,232
-16% -$70.6K 0.01% 1053
2013
Q2 		$460K Buy
+7,620
New +$476K 0.01% 889

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return

Stifel Nicolaus & Co's DVA Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its DaVita (DVA) stake by 16% in Q3 2013, selling an estimated $70.6K and leaving 6,388 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #1053.

Stifel Nicolaus & Co first reported a position in DVA in Q2 2013 and has held it in 2 quarters since. The position peaked at $460K in Q2 2013. 414 funds tracked by Wall St. Rank hold DVA as of Q3 2013.

  • Stifel Nicolaus & Co held 6,388 shares of DaVita worth $363K as of Q3 2013.
  • Stifel Nicolaus & Co sold 1,232 DaVita shares in Q3 2013, an estimated $70.6K.
  • DaVita made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1053 holding.
  • Stifel Nicolaus & Co first reported a position in DaVita in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's DaVita position peaked at $460K in Q2 2013.
  • 414 funds tracked by Wall St. Rank held DaVita as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.