Fisher Asset Management
DVA icon

Fisher Asset Management’s DaVita DVA Stock Holding History

Fisher Asset 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
-58
Closed -$5.48K – 1018
2023
Q3 		$5.48K Buy
+58
New +$5.92K ﹤0.01% 1115
2020
Q2 		– Sell
-2,977
Closed -$226K – 833
2020
Q1 		$226K Buy
+2,977
New +$234K ﹤0.01% 715

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Dimensional Fund Advisors
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

Fisher Asset Management's DVA Position: Q4 2023 in Review

Fisher Asset Management sold out of DaVita (DVA) in Q4 2023, closing a stake of 58 shares — an estimated $5.48K sold.

Fisher Asset Management first reported a position in DVA in Q1 2020 and held it in 2 quarters. The position peaked at $226K in Q1 2020. 536 funds tracked by Wall St. Rank hold DVA as of Q4 2023.

  • Fisher Asset Management reported no remaining DaVita position as of Q4 2023 after selling out during the quarter.
  • Fisher Asset Management sold 58 DaVita shares in Q4 2023, an estimated $5.48K.
  • Fisher Asset Management first reported a position in DaVita in Q1 2020 and held it in 2 quarters.
  • Fisher Asset Management's DaVita position peaked at $226K in Q1 2020.
  • 536 funds tracked by Wall St. Rank held DaVita as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.