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Woodley Farra Manion Portfolio Management’s DaVita DVA Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-14
Closed -$1K – 163
2020
Q2 		$1K Hold
14
– – ﹤0.01% 387
2020
Q1 		$1K Hold
14
– – ﹤0.01% 388
2019
Q4 		$1K Buy
+14
New +$929 ﹤0.01% 381

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's DVA Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of DaVita (DVA) in Q3 2020, closing a stake of 14 shares — an estimated $1K sold.

Woodley Farra Manion Portfolio Management first reported a position in DVA in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 489 funds tracked by Wall St. Rank hold DVA as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining DaVita position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 14 DaVita shares in Q3 2020, an estimated $1K.
  • Woodley Farra Manion Portfolio Management first reported a position in DaVita in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's DaVita position peaked at $1K in Q2 2020.
  • 489 funds tracked by Wall St. Rank held DaVita as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.