DGAM
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Desjardins Global Asset Management’s DaVita DVA Stock Holding History

Desjardins Global Asset 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
2023
Q4 		$13.1K Hold
125
– – ﹤0.01% 622
2023
Q3 		$11.8K Sell
125
-78
-38% -$7.96K ﹤0.01% 634
2023
Q2 		$20.4K Hold
203
– – ﹤0.01% 570
2023
Q1 		$16K Buy
+203
New +$16.3K ﹤0.01% 581

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Desjardins Global Asset Management's DVA Position: Q4 2023 in Review

Desjardins Global Asset Management held its DaVita (DVA) position steady in Q4 2023 at 125 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Desjardins Global Asset Management first reported a position in DVA in Q1 2023 and has held it in 4 quarters since. The position peaked at $20.4K in Q2 2023. 535 funds tracked by Wall St. Rank hold DVA as of Q4 2023.

  • Desjardins Global Asset Management held 125 shares of DaVita worth $13.1K as of Q4 2023.
  • Desjardins Global Asset Management left its DaVita share count unchanged in Q4 2023.
  • DaVita made up ﹤0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #622 holding.
  • Desjardins Global Asset Management first reported a position in DaVita in Q1 2023 and has held it in 4 quarters since.
  • Desjardins Global Asset Management's DaVita position peaked at $20.4K in Q2 2023.
  • 535 funds tracked by Wall St. Rank held DaVita as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.