YorkBridge Wealth Partners’s DaVita DVA Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-33	Closed	-$2K	–	295
2019 Q2	$2K	Hold	33	–	–	﹤0.01%	695
2019 Q1	$2K	Hold	33	–	–	﹤0.01%	694
2018 Q4	$2K	Hold	33	–	–	﹤0.01%	677
2018 Q3	$2K	Hold	33	–	–	﹤0.01%	701
2018 Q2	$2K	Hold	33	–	–	﹤0.01%	772
2018 Q1	$2K	Hold	33	–	–	﹤0.01%	767
2017 Q4	$2K	Hold	33	–	–	﹤0.01%	791
2017 Q3	$2K	Hold	33	–	–	﹤0.01%	773
2017 Q2	$2K	Hold	33	–	–	﹤0.01%	768
2017 Q1	$2K	Hold	33	–	–	﹤0.01%	752
2016 Q4	$2K	Buy	+33	New	+$2.06K	﹤0.01%	744

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

Norges Bank Oslo, Norway $1T AUM

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

YorkBridge Wealth Partners's DVA Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of DaVita (DVA) in Q3 2019, closing a stake of 33 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in DVA in Q4 2016 and held it in 11 quarters. The position peaked at $2K in Q2 2019. 416 funds tracked by Wall St. Rank hold DVA as of Q3 2019.

YorkBridge Wealth Partners reported no remaining DaVita position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 33 DaVita shares in Q3 2019, an estimated $2K.
YorkBridge Wealth Partners first reported a position in DaVita in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's DaVita position peaked at $2K in Q2 2019.
416 funds tracked by Wall St. Rank held DaVita as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.