Wimmer Associates 1’s DaVita DVA Stock Holding History

Wimmer Associates 1’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
2022 Q2	–	Sell	-2,625	Closed	-$297K	–	110
2022 Q1	$297K	Sell	2,625 -25	-0.9%	-$2.81K	0.17%	99
2021 Q4	$301K	Buy	2,650 +230	+10%	+$24.7K	0.16%	99
2021 Q3	$281K	Buy	2,420 +170	+8%	+$21.3K	0.17%	101
2021 Q2	$271K	Buy	2,250 +290	+15%	+$34.3K	0.16%	103
2021 Q1	$211K	Hold	1,960	–	–	0.11%	116
2020 Q4	$230K	Buy	+1,960	New	+$200K	0.14%	105

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

GCM

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

Norges Bank Oslo, Norway $1T AUM

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

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

Wimmer Associates 1's DVA Position: Q2 2022 in Review

Wimmer Associates 1 sold out of DaVita (DVA) in Q2 2022, closing a stake of 2,625 shares — an estimated $297K sold.

Wimmer Associates 1 first reported a position in DVA in Q4 2020 and held it in 6 quarters. The position peaked at $301K in Q4 2021. 462 funds tracked by Wall St. Rank hold DVA as of Q2 2022.

Wimmer Associates 1 reported no remaining DaVita position as of Q2 2022 after selling out during the quarter.
Wimmer Associates 1 sold 2,625 DaVita shares in Q2 2022, an estimated $297K.
Wimmer Associates 1 first reported a position in DaVita in Q4 2020 and held it in 6 quarters.
Wimmer Associates 1's DaVita position peaked at $301K in Q4 2021.
462 funds tracked by Wall St. Rank held DaVita as of Q2 2022.

Based on Wimmer Associates 1's 13F filing for Q2 2022, filed 12 Aug 2022.