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Claris Advisors’s DaVita DVA Stock Holding History

Claris Advisors’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
Q4 		– Sell
-6
Closed -$984 – 373
2024
Q3 		$984 Buy
+6
New +$886 ﹤0.01% 440

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 $3.38T AUM 44.17% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Claris Advisors's DVA Position: Q4 2024 in Review

Claris Advisors sold out of DaVita (DVA) in Q4 2024, closing a stake of 6 shares — an estimated $984 sold.

Claris Advisors first reported a position in DVA in Q3 2024 and held it in 1 quarter. The position peaked at $984 in Q3 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

  • Claris Advisors reported no remaining DaVita position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 6 DaVita shares in Q4 2024, an estimated $984.
  • Claris Advisors first reported a position in DaVita in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's DaVita position peaked at $984 in Q3 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.