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Gitterman Wealth Management’s DaVita DVA Stock Holding History

Gitterman Wealth 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
2024
Q1 		– Sell
-2,698
Closed -$283K – 105
2023
Q4 		$283K Buy
2,698
+460
+21% +$42.5K 0.13% 54
2023
Q3 		$212K Buy
+2,238
New +$228K 0.1% 67

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Gitterman Wealth Management's DVA Position: Q1 2024 in Review

Gitterman Wealth Management sold out of DaVita (DVA) in Q1 2024, closing a stake of 2,698 shares — an estimated $283K sold.

Gitterman Wealth Management first reported a position in DVA in Q3 2023 and held it in 2 quarters. The position peaked at $283K in Q4 2023. 544 funds tracked by Wall St. Rank hold DVA as of Q1 2024.

  • Gitterman Wealth Management reported no remaining DaVita position as of Q1 2024 after selling out during the quarter.
  • Gitterman Wealth Management sold 2,698 DaVita shares in Q1 2024, an estimated $283K.
  • Gitterman Wealth Management first reported a position in DaVita in Q3 2023 and held it in 2 quarters.
  • Gitterman Wealth Management's DaVita position peaked at $283K in Q4 2023.
  • 544 funds tracked by Wall St. Rank held DaVita as of Q1 2024.

Based on Gitterman Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.