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Banque Pictet & Cie’s DaVita DVA Stock Holding History

Banque Pictet & Cie’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
Q2 		– Sell
-1,794
Closed -$248K – 318
2024
Q1 		$248K Sell
1,794
-904
-34% -$108K ﹤0.01% 307
2023
Q4 		$283K Buy
+2,698
New +$249K ﹤0.01% 322
2023
Q3 		– Sell
-21,531
Closed -$2.16M – 461
2023
Q2 		$2.16M Sell
21,531
-719
-3% -$66.7K 0.02% 237
2023
Q1 		$1.8M Buy
22,250
+13,583
+157% +$1.09M 0.02% 289
2022
Q4 		$647K Buy
8,667
+5,250
+154% +$408K 0.01% 464
2022
Q3 		$283K Sell
3,417
-21,412
-86% -$1.88M ﹤0.01% 573
2022
Q2 		$1.99M Buy
24,829
+18,317
+281% +$1.85M 0.02% 295
2022
Q1 		$737K Sell
6,512
-15,943
-71% -$1.79M 0.01% 481
2021
Q4 		$2.55M Buy
+22,455
New +$2.41M 0.02% 293

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
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
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 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

Banque Pictet & Cie's DVA Position: Q2 2024 in Review

Banque Pictet & Cie sold out of DaVita (DVA) in Q2 2024, closing a stake of 1,794 shares — an estimated $248K sold.

Banque Pictet & Cie first reported a position in DVA in Q4 2021 and held it in 9 quarters. The position peaked at $2.55M in Q4 2021. 560 funds tracked by Wall St. Rank hold DVA as of Q2 2024.

  • Banque Pictet & Cie reported no remaining DaVita position as of Q2 2024 after selling out during the quarter.
  • Banque Pictet & Cie sold 1,794 DaVita shares in Q2 2024, an estimated $248K.
  • Banque Pictet & Cie first reported a position in DaVita in Q4 2021 and held it in 9 quarters.
  • Banque Pictet & Cie's DaVita position peaked at $2.55M in Q4 2021.
  • 560 funds tracked by Wall St. Rank held DaVita as of Q2 2024.

Based on Banque Pictet & Cie's 13F filing for Q2 2024, filed 25 Jul 2024.