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Estate Counselors’s DaVita DVA Stock Holding History

Estate Counselors’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
2022
Q4 		– Sell
-9,825
Closed -$813K – 153
2022
Q3 		$813K Hold
9,825
– – 0.13% 97
2022
Q2 		$785K Buy
9,825
+35
+0.4% +$3.54K 0.12% 99
2022
Q1 		$1.11M Hold
9,790
– – 0.14% 81
2021
Q4 		$1.11M Buy
9,790
+205
+2% +$22K 0.14% 93
2021
Q3 		$1.11M Buy
9,585
+90
+0.9% +$11.3K 0.14% 91
2021
Q2 		$1.14M Buy
9,495
+195
+2% +$23.1K 0.15% 81
2021
Q1 		$1M Buy
+9,300
New +$1.03M 0.15% 107
2020
Q2 		– Sell
-5,860
Closed -$446K – 165
2020
Q1 		$446K Buy
+5,860
New +$461K 0.07% 85

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Estate Counselors's DVA Position: Q4 2022 in Review

Estate Counselors sold out of DaVita (DVA) in Q4 2022, closing a stake of 9,825 shares — an estimated $813K sold.

Estate Counselors first reported a position in DVA in Q1 2020 and held it in 8 quarters. The position peaked at $1.14M in Q2 2021. 444 funds tracked by Wall St. Rank hold DVA as of Q4 2022.

  • Estate Counselors reported no remaining DaVita position as of Q4 2022 after selling out during the quarter.
  • Estate Counselors sold 9,825 DaVita shares in Q4 2022, an estimated $813K.
  • Estate Counselors first reported a position in DaVita in Q1 2020 and held it in 8 quarters.
  • Estate Counselors's DaVita position peaked at $1.14M in Q2 2021.
  • 444 funds tracked by Wall St. Rank held DaVita as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.