EARNEST Partners’s DaVita DVA Stock Holding History

EARNEST Partners’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	–	Sell	-23	Closed	-$2.17K	–	511
2023 Q3	$2.17K	Hold	23	–	–	﹤0.01%	983
2023 Q2	$2.31K	Hold	23	–	–	﹤0.01%	974
2023 Q1	$1.87K	Hold	23	–	–	﹤0.01%	998
2022 Q4	$1.72K	Hold	23	–	–	﹤0.01%	1016
2022 Q3	$2K	Hold	23	–	–	﹤0.01%	958
2022 Q2	$2K	Hold	23	–	–	﹤0.01%	979
2022 Q1	$3K	Hold	23	–	–	﹤0.01%	939
2021 Q4	$3K	Hold	23	–	–	﹤0.01%	951
2021 Q3	$3K	Hold	23	–	–	﹤0.01%	949
2021 Q2	$3K	Hold	23	–	–	﹤0.01%	963
2021 Q1	$2K	Hold	23	–	–	﹤0.01%	1016
2020 Q4	$3K	Hold	23	–	–	﹤0.01%	926
2020 Q3	$2K	Sell	23 -60	-72%	-$5.13K	﹤0.01%	947
2020 Q2	$7K	Hold	83	–	–	﹤0.01%	639
2020 Q1	$6K	Hold	83	–	–	﹤0.01%	616
2019 Q4	$6K	Hold	83	–	–	﹤0.01%	708
2019 Q3	$5K	Hold	83	–	–	﹤0.01%	742
2019 Q2	$5K	Hold	83	–	–	﹤0.01%	755
2019 Q1	$5K	Hold	83	–	–	﹤0.01%	739
2018 Q4	$4K	Hold	83	–	–	﹤0.01%	763
2018 Q3	$6K	Hold	83	–	–	﹤0.01%	709
2018 Q2	$6K	Hold	83	–	–	﹤0.01%	695
2018 Q1	$5K	Hold	83	–	–	﹤0.01%	738
2017 Q4	$6K	Buy	+83	New	+$5.11K	﹤0.01%	677
2017 Q1	–	Sell	-83	Closed	-$5K	–	424
2016 Q4	$5K	Buy	+83	New	+$5.17K	﹤0.01%	669

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

EARNEST Partners's DVA Position: Q4 2023 in Review

EARNEST Partners sold out of DaVita (DVA) in Q4 2023, closing a stake of 23 shares — an estimated $2.17K sold.

EARNEST Partners first reported a position in DVA in Q4 2016 and held it in 25 quarters. The position peaked at $7K in Q2 2020. 536 funds tracked by Wall St. Rank hold DVA as of Q4 2023.

EARNEST Partners reported no remaining DaVita position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 23 DaVita shares in Q4 2023, an estimated $2.17K.
EARNEST Partners first reported a position in DaVita in Q4 2016 and held it in 25 quarters.
EARNEST Partners's DaVita position peaked at $7K in Q2 2020.
536 funds tracked by Wall St. Rank held DaVita as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.