Valley Brook Capital Group’s DaVita DVA Stock Holding History

Valley Brook Capital Group’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 Q2	–	Sell	-100	Closed	-$10K	–	187
2021 Q1	$10K	Hold	100	–	–	0.01%	367
2020 Q4	$11K	Buy	+100	New	+$10.2K	0.01%	321

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Valley Brook Capital Group's DVA Position: Q2 2021 in Review

Valley Brook Capital Group sold out of DaVita (DVA) in Q2 2021, closing a stake of 100 shares — an estimated $10K sold.

Valley Brook Capital Group first reported a position in DVA in Q4 2020 and held it in 2 quarters. The position peaked at $11K in Q4 2020. 515 funds tracked by Wall St. Rank hold DVA as of Q2 2021.

Valley Brook Capital Group reported no remaining DaVita position as of Q2 2021 after selling out during the quarter.
Valley Brook Capital Group sold 100 DaVita shares in Q2 2021, an estimated $10K.
Valley Brook Capital Group first reported a position in DaVita in Q4 2020 and held it in 2 quarters.
Valley Brook Capital Group's DaVita position peaked at $11K in Q4 2020.
515 funds tracked by Wall St. Rank held DaVita as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.