First Community Trust’s DaVita DVA Stock Holding History

First Community Trust’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	-800	Closed	-$75.6K	–	293
2023 Q3	$75.6K	Hold	800	–	–	0.09%	111
2023 Q2	$80.4K	Hold	800	–	–	0.09%	105
2023 Q1	$64.9K	Hold	800	–	–	0.08%	119
2022 Q4	$60K	Hold	800	–	–	0.07%	130
2022 Q3	$66K	Hold	800	–	–	0.09%	111
2022 Q2	$64K	Hold	800	–	–	0.08%	135
2022 Q1	$90K	Hold	800	–	–	0.09%	122
2021 Q4	$91K	Buy	+800	New	+$86K	0.08%	121

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 $3.38T AUM 44.17% 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

First Community Trust's DVA Position: Q4 2023 in Review

First Community Trust sold out of DaVita (DVA) in Q4 2023, closing a stake of 800 shares — an estimated $75.6K sold.

First Community Trust first reported a position in DVA in Q4 2021 and held it in 8 quarters. The position peaked at $91K in Q4 2021. 536 funds tracked by Wall St. Rank hold DVA as of Q4 2023.

First Community Trust reported no remaining DaVita position as of Q4 2023 after selling out during the quarter.
First Community Trust sold 800 DaVita shares in Q4 2023, an estimated $75.6K.
First Community Trust first reported a position in DaVita in Q4 2021 and held it in 8 quarters.
First Community Trust's DaVita position peaked at $91K in Q4 2021.
536 funds tracked by Wall St. Rank held DaVita as of Q4 2023.

Based on First Community Trust's 13F filing for Q4 2023, filed 10 Jan 2024.