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Ariel Investments’s DaVita DVA Stock Holding History

Ariel Investments’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
2025
Q1 		– Sell
-235,058
Closed -$35.2M – 108
2024
Q4 		$35.2M Sell
235,058
-9,770
-4% -$1.53M 0.38% 67
2024
Q3 		$40.1M Sell
244,828
-114,776
-32% -$17M 0.41% 64
2024
Q2 		$49.8M Sell
359,604
-256,666
-42% -$35.4M 0.54% 54
2024
Q1 		$85.1M Sell
616,270
-42,548
-6% -$5.1M 0.84% 42
2023
Q4 		$69M Buy
+658,818
New +$60.9M 0.69% 53

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments's DVA Position: Q1 2025 in Review

Ariel Investments sold out of DaVita (DVA) in Q1 2025, closing a stake of 235,058 shares — an estimated $35.2M sold.

Ariel Investments first reported a position in DVA in Q4 2023 and held it in 5 quarters. The position peaked at $85.1M in Q1 2024. 595 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

  • Ariel Investments reported no remaining DaVita position as of Q1 2025 after selling out during the quarter.
  • Ariel Investments sold 235,058 DaVita shares in Q1 2025, an estimated $35.2M.
  • Ariel Investments first reported a position in DaVita in Q4 2023 and held it in 5 quarters.
  • Ariel Investments's DaVita position peaked at $85.1M in Q1 2024.
  • 595 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on Ariel Investments's 13F filing for Q1 2025, filed 15 May 2025.