Almanack Investment Partners’s DaVita DVA Stock Holding History

Almanack Investment 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
2022 Q4	–	Sell	-19	Closed	-$2K	–	436
2022 Q3	$2K	Buy	+19	New	+$1.67K	﹤0.01%	712
2020 Q2	–	Sell	-7,200	Closed	-$548K	–	264
2020 Q1	$548K	Buy	+7,200	New	+$566K	0.12%	113

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Almanack Investment Partners's DVA Position: Q4 2022 in Review

Almanack Investment Partners sold out of DaVita (DVA) in Q4 2022, closing a stake of 19 shares — an estimated $2K sold.

Almanack Investment Partners first reported a position in DVA in Q1 2020 and held it in 2 quarters. The position peaked at $548K in Q1 2020. 444 funds tracked by Wall St. Rank hold DVA as of Q4 2022.

Almanack Investment Partners reported no remaining DaVita position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 19 DaVita shares in Q4 2022, an estimated $2K.
Almanack Investment Partners first reported a position in DaVita in Q1 2020 and held it in 2 quarters.
Almanack Investment Partners's DaVita position peaked at $548K in Q1 2020.
444 funds tracked by Wall St. Rank held DaVita as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.