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Criterion Capital Advisors’s DaVita DVA Stock Holding History

Criterion Capital 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 		$22.2K Hold
160
– – 0.01% 199
2024
Q3 		$22.2K Hold
160
– – 0.01% 199
2024
Q2 		$22.2K Hold
160
– – 0.01% 199
2024
Q1 		$22.1K Hold
160
– – 0.01% 198
2023
Q4 		$16.8K Buy
+160
New +$14.8K 0.01% 222

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 $5.72T 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 $1.02T AUM 30.18% 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 $666B AUM 30.12% 1-Year Est. Return

Criterion Capital Advisors's DVA Position: Q4 2024 in Review

Criterion Capital Advisors held its DaVita (DVA) position steady in Q4 2024 at 160 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #199.

Criterion Capital Advisors first reported a position in DVA in Q4 2023 and has held it in 5 quarters since. 595 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

  • Criterion Capital Advisors held 160 shares of DaVita worth $22.2K as of Q4 2024.
  • Criterion Capital Advisors left its DaVita share count unchanged in Q4 2024.
  • DaVita made up 0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #199 holding.
  • Criterion Capital Advisors first reported a position in DaVita in Q4 2023 and has held it in 5 quarters since.
  • 595 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.