Tiedemann Advisors’s DaVita DVA Stock Holding History

Tiedemann 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
2020 Q3	–	Sell	-6,489	Closed	-$514K	–	322
2020 Q2	$514K	Hold	6,489	–	–	0.03%	212
2020 Q1	$494K	Buy	+6,489	New	+$510K	0.03%	204
2019 Q2	–	Sell	-14,182	Closed	-$771K	–	335
2019 Q1	$771K	Buy	14,182 +11	+0.1%	+$609	0.04%	251
2018 Q4	$729K	Hold	14,171	–	–	0.04%	241
2018 Q3	$1.01M	Sell	14,171 -8	-0.1%	-$566	0.06%	167
2018 Q2	$985K	Buy	+14,179	New	+$947K	0.06%	164

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tiedemann Advisors's DVA Position: Q3 2020 in Review

Tiedemann Advisors sold out of DaVita (DVA) in Q3 2020, closing a stake of 6,489 shares — an estimated $514K sold.

Tiedemann Advisors first reported a position in DVA in Q2 2018 and held it in 6 quarters. The position peaked at $1.01M in Q3 2018. 489 funds tracked by Wall St. Rank hold DVA as of Q3 2020.

Tiedemann Advisors reported no remaining DaVita position as of Q3 2020 after selling out during the quarter.
Tiedemann Advisors sold 6,489 DaVita shares in Q3 2020, an estimated $514K.
Tiedemann Advisors first reported a position in DaVita in Q2 2018 and held it in 6 quarters.
Tiedemann Advisors's DaVita position peaked at $1.01M in Q3 2018.
489 funds tracked by Wall St. Rank held DaVita as of Q3 2020.

Based on Tiedemann Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.