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Stonebridge Capital Advisors’s DaVita DVA Stock Holding History

Stonebridge Capital 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
2022
Q2 		– Sell
-1,500
Closed -$170K – 940
2022
Q1 		$170K Hold
1,500
– – 0.02% 226
2021
Q4 		$171K Hold
1,500
– – 0.02% 215
2021
Q3 		$174K Sell
1,500
-1,500
-50% -$188K 0.02% 207
2021
Q2 		$343K Buy
3,000
+1,500
+100% +$178K 0.02% 208
2021
Q1 		$162K Buy
+1,500
New +$167K 0.02% 212
2020
Q3 		– Sell
-1,500
Closed -$119K – 324
2020
Q2 		$119K Hold
1,500
– – 0.02% 209
2020
Q1 		$114K Buy
+1,500
New +$118K 0.02% 196

Other funds holding DVA

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BlackRock
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State Street
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LSV Asset Management
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GCM
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Norges Bank
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return