DF
DVA icon

Donoghue Forlines’s DaVita DVA Stock Holding History

Donoghue Forlines’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 		– Sell
-9,959
Closed -$1.63M – 149
2024
Q3 		$1.63M Sell
9,959
-327
-3% -$48.3K 0.47% 45
2024
Q2 		$1.43M Sell
10,286
-2,166
-17% -$299K 0.41% 66
2024
Q1 		$1.72M Sell
12,452
-692
-5% -$83K 0.49% 48
2023
Q4 		$1.38M Buy
13,144
+184
+1% +$17K 0.43% 63
2023
Q3 		$1.23M Buy
+12,960
New +$1.32M 0.44% 73

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Donoghue Forlines's DVA Position: Q4 2024 in Review

Donoghue Forlines sold out of DaVita (DVA) in Q4 2024, closing a stake of 9,959 shares — an estimated $1.63M sold.

Donoghue Forlines first reported a position in DVA in Q3 2023 and held it in 5 quarters. The position peaked at $1.72M in Q1 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

  • Donoghue Forlines reported no remaining DaVita position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 9,959 DaVita shares in Q4 2024, an estimated $1.63M.
  • Donoghue Forlines first reported a position in DaVita in Q3 2023 and held it in 5 quarters.
  • Donoghue Forlines's DaVita position peaked at $1.72M in Q1 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.