DA
DVA icon

Duality Advisers’s DaVita DVA Stock Holding History

Duality Advisers’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
-3,182
Closed -$333K – 634
2023
Q4 		$333K Buy
+3,182
New +$294K 0.04% 487
2022
Q3 		– Sell
-38,448
Closed -$3.07M – 585
2022
Q2 		$3.07M Buy
38,448
+33,767
+721% +$3.42M 0.3% 93
2022
Q1 		$529K Sell
4,681
-28,277
-86% -$3.17M 0.06% 461
2021
Q4 		$3.75M Sell
32,958
-30,690
-48% -$3.3M 0.41% 69
2021
Q3 		$7.4M Buy
+63,648
New +$7.97M 0.57% 26
2021
Q2 		– Sell
-18,586
Closed -$2M – 585
2021
Q1 		$2M Buy
+18,586
New +$2.07M 0.17% 219
2020
Q4 		– Sell
-28,140
Closed -$2.41M – 595
2020
Q3 		$2.41M Buy
+28,140
New +$2.4M 0.15% 185
2019
Q4 		– Sell
-284,410
Closed -$16.2M – 394
2019
Q3 		$16.2M Buy
+284,410
New +$16.5M 0.91% 13

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $55.1B AUM 45.38% 1-Year Est. Return

Duality Advisers's DVA Position: Q1 2024 in Review

Duality Advisers sold out of DaVita (DVA) in Q1 2024, closing a stake of 3,182 shares — an estimated $333K sold.

Duality Advisers first reported a position in DVA in Q3 2019 and held it in 8 quarters. The position peaked at $16.2M in Q3 2019. 545 funds tracked by Wall St. Rank hold DVA as of Q1 2024.

  • Duality Advisers reported no remaining DaVita position as of Q1 2024 after selling out during the quarter.
  • Duality Advisers sold 3,182 DaVita shares in Q1 2024, an estimated $333K.
  • Duality Advisers first reported a position in DaVita in Q3 2019 and held it in 8 quarters.
  • Duality Advisers's DaVita position peaked at $16.2M in Q3 2019.
  • 545 funds tracked by Wall St. Rank held DaVita as of Q1 2024.

Based on Duality Advisers's 13F filing for Q1 2024, filed 6 May 2024.