Vigilant Capital Management’s DaVita DVA Stock Holding History

Vigilant Capital 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
2021 Q4	–	Sell	-73	Closed	-$8K	–	664
2021 Q3	$8K	Buy	+73	New	+$9.14K	﹤0.01%	537
2020 Q1	–	Sell	-600	Closed	-$45K	–	342
2019 Q4	$45K	Hold	600	–	–	0.01%	305
2019 Q3	$34K	Sell	600 -1,500	-71%	-$87.1K	﹤0.01%	286
2019 Q2	$118K	Hold	2,100	–	–	0.02%	164
2019 Q1	$114K	Hold	2,100	–	–	0.02%	169
2018 Q4	$108K	Hold	2,100	–	–	0.02%	177
2018 Q3	$150K	Hold	2,100	–	–	0.02%	159
2018 Q2	$146K	Buy	2,100 +1,500	+250%	+$100K	0.02%	152
2018 Q1	$40K	Hold	600	–	–	0.01%	244
2017 Q4	$43K	Hold	600	–	–	0.01%	233
2017 Q3	$36K	Buy	+600	New	+$36.1K	0.01%	197

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

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

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Vigilant Capital Management's DVA Position: Q4 2021 in Review

Vigilant Capital Management sold out of DaVita (DVA) in Q4 2021, closing a stake of 73 shares — an estimated $8K sold.

Vigilant Capital Management first reported a position in DVA in Q3 2017 and held it in 11 quarters. The position peaked at $150K in Q3 2018. 492 funds tracked by Wall St. Rank hold DVA as of Q4 2021.

Vigilant Capital Management reported no remaining DaVita position as of Q4 2021 after selling out during the quarter.
Vigilant Capital Management sold 73 DaVita shares in Q4 2021, an estimated $8K.
Vigilant Capital Management first reported a position in DaVita in Q3 2017 and held it in 11 quarters.
Vigilant Capital Management's DaVita position peaked at $150K in Q3 2018.
492 funds tracked by Wall St. Rank held DaVita as of Q4 2021.

Based on Vigilant Capital Management's 13F filing for Q4 2021, filed 6 Jan 2022.