8KM
8 Knots Management’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-193,542
| Closed | -$29.6M | – | 20 |
|
|
2025
Q1 | $29.6M | Sell |
193,542
-487,340
| -72% | -$74.5M | 3.73% | 11 |
|
|
2024
Q4 | $102M | Sell |
680,882
-9,840
| -1% | -$1.47M | 10.19% | 4 |
|
|
2024
Q3 | $113M | Sell |
690,722
-488,911
| -41% | -$80.1M | 13.38% | 2 |
|
|
2024
Q2 | $163M | Hold |
1,179,633
| – | – | 15.78% | 1 |
|
|
2024
Q1 | $163M | Buy |
1,179,633
+325,261
| +38% | +$45.1M | 15.78% | 1 |
|
|
2023
Q4 | $89.5M | Buy |
+854,372
| New | +$89.5M | 16.71% | 1 |
|