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Advisors Preferred’s DaVita DVA Stock Holding History

Advisors Preferred’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
Q4 		– Sell
-39,867
Closed -$6.49M – 212
2024
Q3 		$6.49M Buy
+39,867
New +$5.89M 0.99% 34
2023
Q3 		– Sell
-34,081
Closed -$3.43M – 210
2023
Q2 		$3.43M Buy
+34,081
New +$3.16M 0.85% 28
2021
Q1 		– Sell
-13,112
Closed -$1.53M – 172
2020
Q4 		$1.53M Buy
13,112
+2,550
+24% +$260K 0.28% 48
2020
Q3 		$905K Buy
10,562
+3,968
+60% +$339K 0.18% 42
2020
Q2 		$532K Buy
+6,594
New +$515K 0.15% 45
2019
Q4 		– Sell
-4,276
Closed -$244K – 251
2019
Q3 		$244K Buy
+4,276
New +$248K 0.06% 77
2014
Q2 		– Sell
-161
Closed -$11.1K – 345
2014
Q1 		$11.1K Buy
+161
New +$10.7K 0.01% 329

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisors Preferred's DVA Position: Q4 2024 in Review

Advisors Preferred sold out of DaVita (DVA) in Q4 2024, closing a stake of 39,867 shares — an estimated $6.49M sold.

Advisors Preferred first reported a position in DVA in Q1 2014 and held it in 7 quarters. The position peaked at $6.49M in Q3 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

  • Advisors Preferred reported no remaining DaVita position as of Q4 2024 after selling out during the quarter.
  • Advisors Preferred sold 39,867 DaVita shares in Q4 2024, an estimated $6.49M.
  • Advisors Preferred first reported a position in DaVita in Q1 2014 and held it in 7 quarters.
  • Advisors Preferred's DaVita position peaked at $6.49M in Q3 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.