tru Independence’s DaVita DVA Stock Holding History

tru Independence’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	-100	Closed	-$8K	–	467
2020 Q2	$8K	Sell	100 -300	-75%	-$23.4K	﹤0.01%	631
2020 Q1	$30K	Buy	400 +93	+30%	+$7.31K	﹤0.01%	344
2019 Q4	$17K	Buy	+307	New	+$20.4K	﹤0.01%	503

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

tru Independence's DVA Position: Q3 2020 in Review

tru Independence sold out of DaVita (DVA) in Q3 2020, closing a stake of 100 shares — an estimated $8K sold.

tru Independence first reported a position in DVA in Q4 2019 and held it in 3 quarters. The position peaked at $30K in Q1 2020. 489 funds tracked by Wall St. Rank hold DVA as of Q3 2020.

tru Independence reported no remaining DaVita position as of Q3 2020 after selling out during the quarter.
tru Independence sold 100 DaVita shares in Q3 2020, an estimated $8K.
tru Independence first reported a position in DaVita in Q4 2019 and held it in 3 quarters.
tru Independence's DaVita position peaked at $30K in Q1 2020.
489 funds tracked by Wall St. Rank held DaVita as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.