Winslow Evans & Crocker’s DaVita DVA Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$9K	Sell	74 -32	-30%	-$3.26K	﹤0.01%	967
2020 Q3	$9K	Hold	106	–	–	﹤0.01%	772
2020 Q2	$8K	Hold	106	–	–	﹤0.01%	780
2020 Q1	$10K	Hold	106	–	–	﹤0.01%	693
2019 Q4	$8K	Hold	106	–	–	﹤0.01%	859
2019 Q3	$8K	Hold	106	–	–	﹤0.01%	850
2019 Q2	$6K	Hold	106	–	–	﹤0.01%	924
2019 Q1	$6K	Hold	106	–	–	﹤0.01%	922
2018 Q4	$6K	Hold	106	–	–	﹤0.01%	867
2018 Q3	$8K	Hold	106	–	–	﹤0.01%	826
2018 Q2	$8K	Hold	106	–	–	﹤0.01%	835
2018 Q1	$6.99K	Hold	106	–	–	﹤0.01%	856
2017 Q4	$7.66K	Hold	106	–	–	﹤0.01%	856
2017 Q3	$6.3K	Hold	106	–	–	﹤0.01%	900
2017 Q2	$6.87K	Sell	106 -100	-49%	-$6.62K	﹤0.01%	995
2017 Q1	$14K	Hold	206	–	–	﹤0.01%	811
2016 Q4	$13.2K	Sell	206 -100	-33%	-$6.23K	﹤0.01%	816
2016 Q3	$20.2K	Sell	306 -150	-33%	-$10.6K	0.01%	731
2016 Q2	$35.3K	Hold	456	–	–	0.01%	593
2016 Q1	$33.5K	Hold	456	–	–	0.01%	585
2015 Q4	$31.8K	Buy	456 +100	+28%	+$7.33K	0.01%	633
2015 Q3	$25.8K	Hold	356	–	–	0.01%	661
2015 Q2	$28.3K	Sell	356 -84	-19%	-$6.9K	0.01%	682
2015 Q1	$35.8K	Hold	440	–	–	0.01%	608
2014 Q4	$33.3K	Hold	440	–	–	0.01%	620
2014 Q3	$32.2K	Buy	440 +100	+29%	+$7.32K	0.01%	651
2014 Q2	$24.6K	Buy	340 +150	+79%	+$10.4K	0.01%	631
2014 Q1	$13.1K	Hold	190	–	–	﹤0.01%	780
2013 Q4	$12K	Buy	+190	New	+$11.2K	﹤0.01%	844

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Winslow Evans & Crocker's DVA Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its DaVita (DVA) stake by 30% in Q4 2020, selling an estimated $3.26K and leaving 74 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Winslow Evans & Crocker first reported a position in DVA in Q4 2013 and has held it in 29 quarters since. The position peaked at $35.8K in Q1 2015. 524 funds tracked by Wall St. Rank hold DVA as of Q4 2020.

Winslow Evans & Crocker held 74 shares of DaVita worth $9K as of Q4 2020.
Winslow Evans & Crocker sold 32 DaVita shares in Q4 2020, an estimated $3.26K.
DaVita made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #967 holding.
Winslow Evans & Crocker first reported a position in DaVita in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's DaVita position peaked at $35.8K in Q1 2015.
524 funds tracked by Wall St. Rank held DaVita as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.