Echo Street Capital Management’s DaVita DVA Stock Holding History

Echo Street Capital Management’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	-4,118	Closed	-$389K	–	132
2023 Q3	$389K	Sell	4,118 -3,792	-48%	-$387K	﹤0.01%	322
2023 Q2	$795K	Buy	+7,910	New	+$734K	0.01%	177
2022 Q3	–	Sell	-15,249	Closed	-$1.22M	–	589
2022 Q2	$1.22M	Buy	+15,249	New	+$1.54M	0.01%	143
2021 Q4	–	Sell	-4,295	Closed	-$499K	–	660
2021 Q3	$499K	Buy	+4,295	New	+$538K	﹤0.01%	410
2021 Q2	–	Sell	-3,831	Closed	-$413K	–	628
2021 Q1	$413K	Buy	+3,831	New	+$426K	﹤0.01%	351

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Echo Street Capital Management's DVA Position: Q4 2023 in Review

Echo Street Capital Management sold out of DaVita (DVA) in Q4 2023, closing a stake of 4,118 shares — an estimated $389K sold.

Echo Street Capital Management first reported a position in DVA in Q1 2021 and held it in 5 quarters. The position peaked at $1.22M in Q2 2022. 536 funds tracked by Wall St. Rank hold DVA as of Q4 2023.

Echo Street Capital Management reported no remaining DaVita position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 4,118 DaVita shares in Q4 2023, an estimated $389K.
Echo Street Capital Management first reported a position in DaVita in Q1 2021 and held it in 5 quarters.
Echo Street Capital Management's DaVita position peaked at $1.22M in Q2 2022.
536 funds tracked by Wall St. Rank held DaVita as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.