DI
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Disciplined Investments’s DaVita DVA Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-20
Closed -$2.01K – 510
2023
Q2 		$2.01K Buy
20
+6
+43% +$557 ﹤0.01% 658
2023
Q1 		$1.14K Sell
14
-4
-22% -$321 ﹤0.01% 904
2022
Q4 		$1.34K Sell
18
-5
-22% -$388 ﹤0.01% 774
2022
Q3 		$2K Buy
23
+14
+156% +$1.23K ﹤0.01% 614
2022
Q2 		$1K Sell
9
-11
-55% -$1.11K ﹤0.01% 879
2022
Q1 		$2K Buy
+20
New +$2.25K ﹤0.01% 670

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Disciplined Investments's DVA Position: Q3 2023 in Review

Disciplined Investments sold out of DaVita (DVA) in Q3 2023, closing a stake of 20 shares — an estimated $2.01K sold.

Disciplined Investments first reported a position in DVA in Q1 2022 and held it in 6 quarters. The position peaked at $2.01K in Q2 2023. 503 funds tracked by Wall St. Rank hold DVA as of Q3 2023.

  • Disciplined Investments reported no remaining DaVita position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 20 DaVita shares in Q3 2023, an estimated $2.01K.
  • Disciplined Investments first reported a position in DaVita in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's DaVita position peaked at $2.01K in Q2 2023.
  • 503 funds tracked by Wall St. Rank held DaVita as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.