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Dumont & Blake Investment Advisors’s DaVita DVA Stock Holding History

Dumont & Blake Investment Advisors’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
-7,056
Closed -$1.16M – 204
2024
Q3 		$1.16M Sell
7,056
-7,094
-50% -$1.05M 0.31% 84
2024
Q2 		$1.96M Buy
14,150
+5,860
+71% +$808K 0.28% 91
2024
Q1 		$1.14M Buy
8,290
+170
+2% +$20.4K 0.33% 84
2023
Q4 		$851K Sell
8,120
-80
-1% -$7.39K 0.26% 98
2023
Q3 		$775K Buy
+8,200
New +$836K 0.26% 97

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

Dumont & Blake Investment Advisors's DVA Position: Q4 2024 in Review

Dumont & Blake Investment Advisors sold out of DaVita (DVA) in Q4 2024, closing a stake of 7,056 shares — an estimated $1.16M sold.

Dumont & Blake Investment Advisors first reported a position in DVA in Q3 2023 and held it in 5 quarters. The position peaked at $1.96M in Q2 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

  • Dumont & Blake Investment Advisors reported no remaining DaVita position as of Q4 2024 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 7,056 DaVita shares in Q4 2024, an estimated $1.16M.
  • Dumont & Blake Investment Advisors first reported a position in DaVita in Q3 2023 and held it in 5 quarters.
  • Dumont & Blake Investment Advisors's DaVita position peaked at $1.96M in Q2 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on Dumont & Blake Investment Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.