CI Investments Inc

CI Investments Inc’s DaVita DVA Stock Holding History

CI Investments Inc’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 Q4	–	Sell	-616	Closed	-$82K	–	819
2025 Q3	$82K	Sell	616 -204	-25%	-$28K	﹤0.01%	918
2025 Q2	$117K	Sell	820 -35	-4%	-$4.96K	﹤0.01%	868
2025 Q1	$131K	Sell	855 -480	-36%	-$75.4K	﹤0.01%	822
2024 Q4	$200K	Sell	1,335 -58	-4%	-$9.09K	﹤0.01%	731
2024 Q3	$228K	Sell	1,393 -161	-10%	-$23.8K	﹤0.01%	628
2024 Q2	$215K	Buy	1,554 +198	+15%	+$27.3K	﹤0.01%	615
2024 Q1	$187K	Sell	1,356 -219	-14%	-$26.3K	﹤0.01%	715
2023 Q4	$165K	Sell	1,575 -154	-9%	-$14.2K	﹤0.01%	717
2023 Q3	$163K	Buy	1,729 +1,653	+2,175%	+$169K	﹤0.01%	697
2023 Q2	$8K	Buy	76 +65	+591%	+$6.03K	﹤0.01%	1197
2023 Q1	$1K	Sell	11 -67	-86%	-$5.37K	﹤0.01%	1127
2022 Q4	$6K	Sell	78 -5	-6%	-$388	﹤0.01%	1152
2022 Q3	$7K	Sell	83 -6	-7%	-$526	﹤0.01%	1147
2022 Q2	$7K	Sell	89 -226	-72%	-$22.9K	﹤0.01%	1057
2022 Q1	$36K	Sell	315 -35	-10%	-$3.93K	﹤0.01%	1009
2021 Q4	$40K	Buy	350 +59	+20%	+$6.34K	﹤0.01%	1033
2021 Q3	$34K	Buy	+291	New	+$36.4K	﹤0.01%	1014

Other funds holding DVA

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return