Benjamin F. Edwards & Company’s DaVita DVA Stock Holding History

Benjamin F. Edwards & Company’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	$175K	Hold	1,265	–	–	﹤0.01%	948
2024 Q1	$175K	Sell	1,265 -25	-2%	-$3K	﹤0.01%	947
2023 Q4	$135K	Hold	1,290	–	–	﹤0.01%	988
2023 Q3	$122K	Hold	1,290	–	–	﹤0.01%	847
2023 Q2	$130K	Sell	1,290 -210	-14%	-$19.5K	﹤0.01%	831
2023 Q1	$122K	Hold	1,500	–	–	0.01%	846
2022 Q4	$112K	Buy	1,500 +300	+25%	+$23.3K	0.01%	869
2022 Q3	$99K	Hold	1,200	–	–	0.01%	862
2022 Q2	$96K	Hold	1,200	–	–	﹤0.01%	871
2022 Q1	$136K	Hold	1,200	–	–	0.01%	786
2021 Q4	$137K	Hold	1,200	–	–	0.01%	806
2021 Q3	$140K	Hold	1,200	–	–	0.01%	772
2021 Q2	$145K	Hold	1,200	–	–	0.01%	739
2021 Q1	$129K	Hold	1,200	–	–	0.01%	776
2020 Q4	$141K	Hold	1,200	–	–	0.01%	730
2020 Q3	$103K	Hold	1,200	–	–	0.01%	730
2020 Q2	$95K	Hold	1,200	–	–	0.01%	754
2020 Q1	$91K	Hold	1,200	–	–	0.01%	713
2019 Q4	$90K	Hold	1,200	–	–	0.01%	808
2019 Q3	$68K	Buy	+1,200	New	+$69.7K	0.01%	839
2016 Q1	–	Sell	-80	Closed	-$6K	–	1110
2015 Q4	$6K	Buy	+80	New	+$5.86K	﹤0.01%	937
2014 Q1	–	Sell	-35	Closed	-$2K	–	909
2013 Q4	$2K	Buy	+35	New	+$2.05K	﹤0.01%	860

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 $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

8KM

8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Benjamin F. Edwards & Company's DVA Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its DaVita (DVA) position steady in Q2 2024 at 1,265 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Benjamin F. Edwards & Company first reported a position in DVA in Q4 2013 and has held it in 22 quarters since. 560 funds tracked by Wall St. Rank hold DVA as of Q2 2024.

Benjamin F. Edwards & Company held 1,265 shares of DaVita worth $175K as of Q2 2024.
Benjamin F. Edwards & Company left its DaVita share count unchanged in Q2 2024.
DaVita made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #948 holding.
Benjamin F. Edwards & Company first reported a position in DaVita in Q4 2013 and has held it in 22 quarters since.
560 funds tracked by Wall St. Rank held DaVita as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.