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CCM Investment Group’s DaVita DVA Stock Holding History

CCM Investment 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
2025
Q1 		$704K Sell
4,684
-1,167
-20% -$183K 0.07% 143
2024
Q4 		$876K Buy
+5,851
New +$917K 0.1% 128

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM Investment Group's DVA Position: Q1 2025 in Review

CCM Investment Group reduced its DaVita (DVA) stake by 20% in Q1 2025, selling an estimated $183K and leaving 4,684 shares worth $704K. The position accounts for 0.07% of the portfolio, ranked #143.

CCM Investment Group first reported a position in DVA in Q4 2024 and has held it in 2 quarters since. The position peaked at $876K in Q4 2024. 595 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

  • CCM Investment Group held 4,684 shares of DaVita worth $704K as of Q1 2025.
  • CCM Investment Group sold 1,167 DaVita shares in Q1 2025, an estimated $183K.
  • DaVita made up 0.07% of CCM Investment Group's portfolio in Q1 2025, its #143 holding.
  • CCM Investment Group first reported a position in DaVita in Q4 2024 and has held it in 2 quarters since.
  • CCM Investment Group's DaVita position peaked at $876K in Q4 2024.
  • 595 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.