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Gateway Advisory’s DaVita DVA Stock Holding History

Gateway Advisory’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
2024
Q3 		$444K Buy
2,711
+39
+1% +$5.76K 0.07% 97
2024
Q2 		$370K Sell
2,672
-170
-6% -$23.4K 0.06% 107
2024
Q1 		$392K Buy
2,842
+556
+24% +$66.7K 0.07% 98
2023
Q4 		$239K Buy
+2,286
New +$211K 0.05% 117

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Gateway Advisory's DVA Position: Q3 2024 in Review

Gateway Advisory increased its DaVita (DVA) stake by 1.5% in Q3 2024, buying an estimated $5.76K and bringing the position to 2,711 shares worth $444K. The position accounts for 0.07% of the portfolio, ranked #97.

Gateway Advisory first reported a position in DVA in Q4 2023 and has held it in 4 quarters since. 599 funds tracked by Wall St. Rank hold DVA as of Q3 2024.

  • Gateway Advisory held 2,711 shares of DaVita worth $444K as of Q3 2024.
  • Gateway Advisory bought 39 DaVita shares in Q3 2024, an estimated $5.76K.
  • DaVita made up 0.07% of Gateway Advisory's portfolio in Q3 2024, its #97 holding.
  • Gateway Advisory first reported a position in DaVita in Q4 2023 and has held it in 4 quarters since.
  • 599 funds tracked by Wall St. Rank held DaVita as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.