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Triad Investment Management’s DaVita DVA Stock Holding History

Triad 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
2019
Q4 		– Sell
-30,202
Closed -$1.72M – 46
2019
Q3 		$1.72M Sell
30,202
-24,711
-45% -$1.44M 1.88% 27
2019
Q2 		$3.09M Sell
54,913
-924
-2% -$47.9K 3.2% 16
2019
Q1 		$3.03M Buy
55,837
+400
+0.7% +$22.1K 3.09% 12
2018
Q4 		$2.85M Buy
+55,437
New +$3.55M 3.74% 6

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
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Triad Investment Management's DVA Position: Q4 2019 in Review

Triad Investment Management sold out of DaVita (DVA) in Q4 2019, closing a stake of 30,202 shares — an estimated $1.72M sold.

Triad Investment Management first reported a position in DVA in Q4 2018 and held it in 4 quarters. The position peaked at $3.09M in Q2 2019. 453 funds tracked by Wall St. Rank hold DVA as of Q4 2019.

  • Triad Investment Management reported no remaining DaVita position as of Q4 2019 after selling out during the quarter.
  • Triad Investment Management sold 30,202 DaVita shares in Q4 2019, an estimated $1.72M.
  • Triad Investment Management first reported a position in DaVita in Q4 2018 and held it in 4 quarters.
  • Triad Investment Management's DaVita position peaked at $3.09M in Q2 2019.
  • 453 funds tracked by Wall St. Rank held DaVita as of Q4 2019.

Based on Triad Investment Management's 13F filing for Q4 2019, filed 13 Jan 2020.