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Cutler Group’s DaVita DVA Stock Holding History

Cutler Group’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
Q1 		– Sell
-900
Closed -$9K – 2576
2023
Q4 		$9K Buy
+900
New +$83.2K ﹤0.01% 2441
2022
Q4 		– Sell
-6,400
Closed -$19K – 4567
2022
Q3 		$19K Sell
6,400
-10,000
-61% -$877K ﹤0.01% 2649
2022
Q2 		$28K Buy
16,400
+12,600
+332% +$1.28M ﹤0.01% 2400
2022
Q1 		$9K Buy
+3,800
New +$427K ﹤0.01% 3687
2021
Q3 		– Sell
-5,000
Closed -$15K – 5826
2021
Q2 		$15K Buy
+5,000
New +$592K ﹤0.01% 3542
2020
Q3 		– Sell
-13,700
Closed -$6K – 4780
2020
Q2 		$6K Buy
+13,700
New +$1.07M ﹤0.01% 3182
2020
Q1 		– Sell
-4,000
Closed -$2K – 4133
2019
Q4 		$2K Sell
4,000
-16,500
-80% -$1.09M ﹤0.01% 3420
2019
Q3 		$99K Buy
+20,500
New +$1.19M 0.01% 1073
2019
Q2 		– Sell
-13,700
Closed -$15K – 4342
2019
Q1 		$15K Sell
13,700
-21,300
-61% -$1.18M ﹤0.01% 2215
2018
Q4 		$10K Sell
35,000
-2,900
-8% -$186K ﹤0.01% 2521
2018
Q3 		$118K Buy
37,900
+3,900
+11% +$276K 0.01% 1104
2018
Q2 		$63K Buy
34,000
+8,400
+33% +$561K 0.01% 1459
2018
Q1 		$44K Buy
25,600
+7,900
+45% +$580K ﹤0.01% 1739
2017
Q4 		$139K Buy
17,700
+13,800
+354% +$849K 0.01% 1177
2017
Q3 		$5K Sell
3,900
-10,900
-74% -$656K ﹤0.01% 4358
2017
Q2 		$4K Buy
14,800
+10,600
+252% +$702K ﹤0.01% 5000
2017
Q1 		$12K Sell
4,200
-98,300
-96% -$6.51M ﹤0.01% 3847
2016
Q4 		$61K Buy
102,500
+95,900
+1,453% +$5.97M ﹤0.01% 2347
2016
Q3 		$4K Sell
6,600
-2,600
-28% -$183K ﹤0.01% 5117
2016
Q2 		$61K Buy
9,200
+300
+3% +$22.7K ﹤0.01% 2161
2016
Q1 		$47K Buy
8,900
+7,300
+456% +$493K ﹤0.01% 2392
2015
Q4 		$1K Buy
+1,600
New +$117K ﹤0.01% 5888

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cutler Group's DVA Position: Q4 2023 in Review

Cutler Group sold out of DaVita (DVA) in Q4 2023, closing a stake of 231 shares — an estimated $21.3K sold.

Cutler Group first reported a position in DVA in Q4 2015 and held it in 24 quarters. The position peaked at $2.46M in Q4 2015. 535 funds tracked by Wall St. Rank hold DVA as of Q4 2023.

  • Cutler Group reported no remaining DaVita position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 231 DaVita shares in Q4 2023, an estimated $21.3K.
  • Cutler Group first reported a position in DaVita in Q4 2015 and held it in 24 quarters.
  • Cutler Group's DaVita position peaked at $2.46M in Q4 2015.
  • 535 funds tracked by Wall St. Rank held DaVita as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.