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United Asset Strategies’s DaVita DVA Stock Holding History

United Asset Strategies’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
Q2 		– Sell
-8,590
Closed -$466K – 195
2019
Q1 		$466K Buy
8,590
+1,225
+17% +$67.8K 0.11% 147
2018
Q4 		$379K Buy
7,365
+20
+0.3% +$1.28K 0.1% 145
2018
Q3 		$526K Buy
7,345
+940
+15% +$66.5K 0.12% 140
2018
Q2 		$445K Buy
6,405
+735
+13% +$49.1K 0.12% 148
2018
Q1 		$374K Buy
+5,670
New +$416K 0.11% 150

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 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
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Asset Strategies's DVA Position: Q2 2019 in Review

United Asset Strategies sold out of DaVita (DVA) in Q2 2019, closing a stake of 8,590 shares — an estimated $466K sold.

United Asset Strategies first reported a position in DVA in Q1 2018 and held it in 5 quarters. The position peaked at $526K in Q3 2018. 400 funds tracked by Wall St. Rank hold DVA as of Q2 2019.

  • United Asset Strategies reported no remaining DaVita position as of Q2 2019 after selling out during the quarter.
  • United Asset Strategies sold 8,590 DaVita shares in Q2 2019, an estimated $466K.
  • United Asset Strategies first reported a position in DaVita in Q1 2018 and held it in 5 quarters.
  • United Asset Strategies's DaVita position peaked at $526K in Q3 2018.
  • 400 funds tracked by Wall St. Rank held DaVita as of Q2 2019.

Based on United Asset Strategies's 13F filing for Q2 2019, filed 31 Jul 2019.