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SummerHaven Investment Management’s DaVita DVA Stock Holding History

SummerHaven 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
2021
Q3 		– Sell
-5,202
Closed -$626K – 226
2021
Q2 		$626K Buy
5,202
+129
+3% +$15.3K 0.36% 161
2021
Q1 		$547K Hold
5,073
– – 0.33% 177
2020
Q4 		$596K Buy
+5,073
New +$517K 0.46% 116

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

SummerHaven Investment Management's DVA Position: Q3 2021 in Review

SummerHaven Investment Management sold out of DaVita (DVA) in Q3 2021, closing a stake of 5,202 shares — an estimated $626K sold.

SummerHaven Investment Management first reported a position in DVA in Q4 2020 and held it in 3 quarters. The position peaked at $626K in Q2 2021. 511 funds tracked by Wall St. Rank hold DVA as of Q3 2021.

  • SummerHaven Investment Management reported no remaining DaVita position as of Q3 2021 after selling out during the quarter.
  • SummerHaven Investment Management sold 5,202 DaVita shares in Q3 2021, an estimated $626K.
  • SummerHaven Investment Management first reported a position in DaVita in Q4 2020 and held it in 3 quarters.
  • SummerHaven Investment Management's DaVita position peaked at $626K in Q2 2021.
  • 511 funds tracked by Wall St. Rank held DaVita as of Q3 2021.

Based on SummerHaven Investment Management's 13F filing for Q3 2021, filed 20 Oct 2021.