SAI
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Systematic Alpha Investments’s DaVita DVA Stock Holding History

Systematic Alpha Investments’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
-10,200
Closed -$1.05M – 294
2021
Q3 		$1.05M Hold
10,200
– – 0.05% 109
2021
Q2 		$1.35M Hold
10,200
– – 0.06% 96
2021
Q1 		$1.1M Buy
+10,200
New +$1.13M 0.07% 88

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
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

Systematic Alpha Investments's DVA Position: Q4 2021 in Review

Systematic Alpha Investments sold out of DaVita (DVA) in Q4 2021, closing a stake of 10,200 shares — an estimated $1.05M sold.

Systematic Alpha Investments first reported a position in DVA in Q1 2021 and held it in 3 quarters. The position peaked at $1.35M in Q2 2021. 492 funds tracked by Wall St. Rank hold DVA as of Q4 2021.

  • Systematic Alpha Investments reported no remaining DaVita position as of Q4 2021 after selling out during the quarter.
  • Systematic Alpha Investments sold 10,200 DaVita shares in Q4 2021, an estimated $1.05M.
  • Systematic Alpha Investments first reported a position in DaVita in Q1 2021 and held it in 3 quarters.
  • Systematic Alpha Investments's DaVita position peaked at $1.35M in Q2 2021.
  • 492 funds tracked by Wall St. Rank held DaVita as of Q4 2021.

Based on Systematic Alpha Investments's 13F filing for Q4 2021, filed 15 Feb 2022.