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Clarius Group LLC’s DaVita DVA Stock Holding History

Clarius Group LLC’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
-1,268
Closed -$208K – 460
2024
Q3 		$208K Buy
+1,268
New +$187K 0.01% 423
2022
Q2 		– Sell
-2,247
Closed -$256K – 486
2022
Q1 		$256K Hold
2,247
– – 0.02% 409
2021
Q4 		$256K Buy
2,247
+248
+12% +$26.7K 0.02% 409
2021
Q3 		$232K Buy
1,999
+3
+0.2% +$376 0.02% 381
2021
Q2 		$240K Buy
1,996
+19
+1% +$2.25K 0.02% 359
2021
Q1 		$213K Buy
+1,977
New +$220K 0.02% 352

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 $5.7T 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 $653B AUM 32.41% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return