UFF
DVA icon

USA Financial Formulas’s DaVita DVA Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-11,957
Closed -$1.4M – 359
2020
Q4 		$1.4M Sell
11,957
-3,799
-24% -$387K 1.11% 26
2020
Q3 		$1.35M Sell
15,756
-8,006
-34% -$684K 1.02% 39
2020
Q2 		$1.88M Sell
23,762
-1,246
-5% -$97.3K 1.4% 32
2020
Q1 		$1.9M Buy
+25,008
New +$1.97M 1.21% 26
2017
Q4 		– Sell
-5,955
Closed -$354K – 279
2017
Q3 		$354K Buy
5,955
+157
+3% +$9.45K 0.08% 208
2017
Q2 		$375K Buy
+5,798
New +$384K 0.09% 199

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return