ABLE Financial Group’s DaVita DVA Stock Holding History

ABLE Financial Group’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
2024 Q2	–	Sell	-6,792	Closed	-$938K	–	175
2024 Q1	$938K	Sell	6,792 -452	-6%	-$54.2K	0.37%	52
2023 Q4	$759K	Buy	7,244 +2,353	+48%	+$217K	0.33%	55
2023 Q3	$462K	Buy	+4,891	New	+$499K	0.23%	81

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

8KM

8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ABLE Financial Group's DVA Position: Q2 2024 in Review

ABLE Financial Group sold out of DaVita (DVA) in Q2 2024, closing a stake of 6,792 shares — an estimated $938K sold.

ABLE Financial Group first reported a position in DVA in Q3 2023 and held it in 3 quarters. The position peaked at $938K in Q1 2024. 560 funds tracked by Wall St. Rank hold DVA as of Q2 2024.

ABLE Financial Group reported no remaining DaVita position as of Q2 2024 after selling out during the quarter.
ABLE Financial Group sold 6,792 DaVita shares in Q2 2024, an estimated $938K.
ABLE Financial Group first reported a position in DaVita in Q3 2023 and held it in 3 quarters.
ABLE Financial Group's DaVita position peaked at $938K in Q1 2024.
560 funds tracked by Wall St. Rank held DaVita as of Q2 2024.

Based on ABLE Financial Group's 13F filing for Q2 2024, filed 26 Jul 2024.