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Banque Cantonale Vaudoise’s DaVita DVA Stock Holding History

Banque Cantonale Vaudoise’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
2023
Q4 		– Sell
-1,745
Closed -$165K – 1072
2023
Q3 		$165K Sell
1,745
-186
-10% -$19K 0.01% 727
2023
Q2 		$194K Sell
1,931
-4,600
-70% -$427K 0.01% 725
2023
Q1 		$530K Buy
6,531
+4,600
+238% +$369K 0.03% 438
2022
Q4 		$144K Sell
1,931
-4,300
-69% -$334K 0.01% 790
2022
Q3 		$516K Sell
6,231
-1,300
-17% -$114K 0.03% 477
2022
Q2 		$603K Buy
7,531
+5,600
+290% +$567K 0.03% 450
2022
Q1 		$219K Hold
1,931
– – 0.01% 777
2021
Q4 		$220K Hold
1,931
– – 0.01% 810
2021
Q3 		$224K Hold
1,931
– – 0.01% 772
2021
Q2 		$233K Hold
1,931
– – 0.01% 812
2021
Q1 		$208K Sell
1,931
-4,288
-69% -$476K 0.01% 769
2020
Q4 		$730K Hold
6,219
– – 0.04% 387
2020
Q3 		$532K Buy
6,219
+1,000
+19% +$85.4K 0.03% 426
2020
Q2 		$413K Sell
5,219
-1,600
-23% -$125K 0.03% 440
2020
Q1 		$519K Buy
6,819
+3,000
+79% +$236K 0.04% 354
2019
Q4 		$287K Buy
+3,819
New +$253K 0.02% 628

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Banque Cantonale Vaudoise's DVA Position: Q4 2023 in Review

Banque Cantonale Vaudoise sold out of DaVita (DVA) in Q4 2023, closing a stake of 1,745 shares — an estimated $165K sold.

Banque Cantonale Vaudoise first reported a position in DVA in Q4 2019 and held it in 16 quarters. The position peaked at $730K in Q4 2020. 536 funds tracked by Wall St. Rank hold DVA as of Q4 2023.

  • Banque Cantonale Vaudoise reported no remaining DaVita position as of Q4 2023 after selling out during the quarter.
  • Banque Cantonale Vaudoise sold 1,745 DaVita shares in Q4 2023, an estimated $165K.
  • Banque Cantonale Vaudoise first reported a position in DaVita in Q4 2019 and held it in 16 quarters.
  • Banque Cantonale Vaudoise's DaVita position peaked at $730K in Q4 2020.
  • 536 funds tracked by Wall St. Rank held DaVita as of Q4 2023.

Based on Banque Cantonale Vaudoise's 13F filing for Q4 2023, filed 7 Feb 2024.