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Bellevue Group’s DaVita DVA Stock Holding History

Bellevue Group’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
Q1 		– Sell
-3,800
Closed -$398K – 170
2023
Q4 		$398K Buy
+3,800
New +$351K 0.01% 137
2021
Q2 		– Sell
-367,600
Closed -$39.6M – 218
2021
Q1 		$39.6M Buy
367,600
+14,400
+4% +$1.6M 0.42% 80
2020
Q4 		$41.5M Buy
353,200
+26,800
+8% +$2.73M 0.47% 61
2020
Q3 		$28M Buy
326,400
+26,200
+9% +$2.24M 0.39% 72
2020
Q2 		$23.8M Buy
+300,200
New +$23.4M 0.34% 71
2017
Q3 		– Sell
-10,000
Closed -$648K – 133
2017
Q2 		$648K Hold
10,000
– – 0.08% 121
2017
Q1 		$680K Hold
10,000
– – 0.09% 114
2016
Q4 		$642K Hold
10,000
– – 0.13% 102
2016
Q3 		$661K Sell
10,000
-3,000
-23% -$211K 0.12% 111
2016
Q2 		$1M Sell
13,000
-7,000
-35% -$529K 0.19% 97
2016
Q1 		$1.47M Buy
+20,000
New +$1.35M 0.27% 87

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $46.4B AUM 27.74% 1-Year Est. Return

Bellevue Group's DVA Position: Q1 2024 in Review

Bellevue Group sold out of DaVita (DVA) in Q1 2024, closing a stake of 3,800 shares — an estimated $398K sold.

Bellevue Group first reported a position in DVA in Q1 2016 and held it in 11 quarters. The position peaked at $41.5M in Q4 2020. 544 funds tracked by Wall St. Rank hold DVA as of Q1 2024.

  • Bellevue Group reported no remaining DaVita position as of Q1 2024 after selling out during the quarter.
  • Bellevue Group sold 3,800 DaVita shares in Q1 2024, an estimated $398K.
  • Bellevue Group first reported a position in DaVita in Q1 2016 and held it in 11 quarters.
  • Bellevue Group's DaVita position peaked at $41.5M in Q4 2020.
  • 544 funds tracked by Wall St. Rank held DaVita as of Q1 2024.

Based on Bellevue Group's 13F filing for Q1 2024, filed 15 May 2024.