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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 $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 $3.37T AUM 44.26% 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

Clarius Group LLC's DVA Position: Q4 2024 in Review

Clarius Group LLC sold out of DaVita (DVA) in Q4 2024, closing a stake of 1,268 shares — an estimated $208K sold.

Clarius Group LLC first reported a position in DVA in Q1 2021 and held it in 6 quarters. The position peaked at $256K in Q1 2022. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

  • Clarius Group LLC reported no remaining DaVita position as of Q4 2024 after selling out during the quarter.
  • Clarius Group LLC sold 1,268 DaVita shares in Q4 2024, an estimated $208K.
  • Clarius Group LLC first reported a position in DaVita in Q1 2021 and held it in 6 quarters.
  • Clarius Group LLC's DaVita position peaked at $256K in Q1 2022.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on Clarius Group LLC's 13F filing for Q4 2024, filed 16 Jan 2025.