Bank Julius Baer & Co’s DaVita DVA Stock Holding History

Bank Julius Baer & Co’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	-228	Closed	-$19K	–	582
2022 Q3	$19K	Buy	+228	New	+$20K	﹤0.01%	539
2021 Q2	–	Sell	-1,443	Closed	-$155K	–	838
2021 Q1	$155K	Buy	+1,443	New	+$160K	﹤0.01%	574

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

Bank Julius Baer & Co's DVA Position: Q4 2022 in Review

Bank Julius Baer & Co sold out of DaVita (DVA) in Q4 2022, closing a stake of 228 shares — an estimated $19K sold.

Bank Julius Baer & Co first reported a position in DVA in Q1 2021 and held it in 2 quarters. The position peaked at $155K in Q1 2021. 444 funds tracked by Wall St. Rank hold DVA as of Q4 2022.

Bank Julius Baer & Co reported no remaining DaVita position as of Q4 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 228 DaVita shares in Q4 2022, an estimated $19K.
Bank Julius Baer & Co first reported a position in DaVita in Q1 2021 and held it in 2 quarters.
Bank Julius Baer & Co's DaVita position peaked at $155K in Q1 2021.
444 funds tracked by Wall St. Rank held DaVita as of Q4 2022.

Based on Bank Julius Baer & Co's 13F filing for Q4 2022, filed 24 Jan 2023.