CM
DVA icon

Crestline Management’s DaVita DVA Stock Holding History

Crestline Management’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 		– Sell
-5,034
Closed -$753K – 184
2024
Q4 		$753K Buy
5,034
+808
+19% +$127K 0.03% 467
2024
Q3 		$693K Buy
+4,226
New +$624K 0.04% 324
2019
Q3 		– Sell
-42,500
Closed -$2.39M – 88
2019
Q2 		$2.39M Buy
+42,500
New +$2.2M 0.32% 38

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Crestline Management's DVA Position: Q1 2025 in Review

Crestline Management sold out of DaVita (DVA) in Q1 2025, closing a stake of 5,034 shares — an estimated $753K sold.

Crestline Management first reported a position in DVA in Q2 2019 and held it in 3 quarters. The position peaked at $2.39M in Q2 2019. 597 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

  • Crestline Management reported no remaining DaVita position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 5,034 DaVita shares in Q1 2025, an estimated $753K.
  • Crestline Management first reported a position in DaVita in Q2 2019 and held it in 3 quarters.
  • Crestline Management's DaVita position peaked at $2.39M in Q2 2019.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.