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Bayesian Capital Management’s DaVita DVA Stock Holding History

Bayesian Capital Management’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
Q3 		– Sell
-1,800
Closed -$256K – 608
2025
Q2 		$256K Buy
+1,800
New +$255K 0.04% 414
2024
Q4 		– Sell
-4,327
Closed -$709K – 761
2024
Q3 		$709K Buy
+4,327
New +$639K 0.08% 301
2024
Q2 		– Sell
-15,189
Closed -$2.1M – 832
2024
Q1 		$2.1M Sell
15,189
-900
-6% -$108K 0.2% 144
2023
Q4 		$1.69M Hold
16,089
– – 0.18% 151
2023
Q3 		$1.52M Buy
16,089
+5,700
+55% +$581K 0.17% 150
2023
Q2 		$1.04M Buy
+10,389
New +$964K 0.11% 246
2022
Q2 		– Sell
-5,287
Closed -$598K – 851
2022
Q1 		$598K Buy
+5,287
New +$594K 0.09% 334
2020
Q4 		– Sell
-5,209
Closed -$446K – 510
2020
Q3 		$446K Sell
5,209
-3,457
-40% -$295K 0.11% 250
2020
Q2 		$686K Sell
8,666
-9,300
-52% -$726K 0.15% 194
2020
Q1 		$1.37M Buy
17,966
+4,266
+31% +$335K 0.3% 75
2019
Q4 		$1.03M Buy
+13,700
New +$909K 0.18% 171
2017
Q2 		– Sell
-8,200
Closed -$557K – 473
2017
Q1 		$557K Buy
+8,200
New +$543K 0.26% 141

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 $3.37T AUM 44.26% 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
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bayesian Capital Management's DVA Position: Q3 2025 in Review

Bayesian Capital Management sold out of DaVita (DVA) in Q3 2025, closing a stake of 1,800 shares — an estimated $256K sold.

Bayesian Capital Management first reported a position in DVA in Q1 2017 and held it in 12 quarters. The position peaked at $2.1M in Q1 2024. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

  • Bayesian Capital Management reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
  • Bayesian Capital Management sold 1,800 DaVita shares in Q3 2025, an estimated $256K.
  • Bayesian Capital Management first reported a position in DaVita in Q1 2017 and held it in 12 quarters.
  • Bayesian Capital Management's DaVita position peaked at $2.1M in Q1 2024.
  • 562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on Bayesian Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.