D.J. St. Germain’s DaVita DVA Stock Holding History

D.J. St. Germain’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
2023 Q4	–	Sell	-150	Closed	-$14.2K	–	790
2023 Q3	$14.2K	Buy	+150	New	+$15.3K	﹤0.01%	498

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

D.J. St. Germain's DVA Position: Q4 2023 in Review

D.J. St. Germain sold out of DaVita (DVA) in Q4 2023, closing a stake of 150 shares — an estimated $14.2K sold.

D.J. St. Germain first reported a position in DVA in Q3 2023 and held it in 1 quarter. The position peaked at $14.2K in Q3 2023. 536 funds tracked by Wall St. Rank hold DVA as of Q4 2023.

D.J. St. Germain reported no remaining DaVita position as of Q4 2023 after selling out during the quarter.
D.J. St. Germain sold 150 DaVita shares in Q4 2023, an estimated $14.2K.
D.J. St. Germain first reported a position in DaVita in Q3 2023 and held it in 1 quarter.
D.J. St. Germain's DaVita position peaked at $14.2K in Q3 2023.
536 funds tracked by Wall St. Rank held DaVita as of Q4 2023.

Based on D.J. St. Germain's 13F filing for Q4 2023, filed 2 Jan 2024.