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Glenview Capital Management’s DaVita DVA Stock Holding History

Glenview Capital 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
Q2 		– Sell
-276,175
Closed -$22.4M – 53
2023
Q1 		$22.4M Buy
+276,175
New +$22.1M 0.49% 34
2022
Q2 		– Sell
-129,100
Closed -$14.6M – 59
2022
Q1 		$14.6M Sell
129,100
-403,538
-76% -$45.3M 0.3% 45
2021
Q4 		$60.6M Buy
532,638
+63,811
+14% +$6.86M 1.29% 21
2021
Q3 		$54.5M Sell
468,827
-104,269
-18% -$13.1M 0.99% 33
2021
Q2 		$69M Buy
573,096
+146,839
+34% +$17.4M 1.14% 33
2021
Q1 		$45.9M Buy
426,257
+285,644
+203% +$31.7M 0.78% 35
2020
Q4 		$16.5M Sell
140,613
-52,893
-27% -$5.39M 0.38% 41
2020
Q3 		$16.6M Sell
193,506
-593,977
-75% -$50.7M 0.52% 32
2020
Q2 		$62.3M Buy
+787,483
New +$61.5M 1.72% 20
2020
Q1 		– Sell
-1,914,754
Closed -$144M – 47
2019
Q4 		$144M Sell
1,914,754
-1,320,958
-41% -$87.6M 1.26% 24
2019
Q3 		$185M Hold
3,235,712
– – 1.94% 17
2019
Q2 		$182M Buy
3,235,712
+1,869,214
+137% +$96.8M 1.65% 22
2019
Q1 		$74.2M Buy
+1,366,498
New +$75.6M 0.66% 38

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Glenview Capital Management's DVA Position: Q2 2023 in Review

Glenview Capital Management sold out of DaVita (DVA) in Q2 2023, closing a stake of 276,175 shares — an estimated $22.4M sold.

Glenview Capital Management first reported a position in DVA in Q1 2019 and held it in 13 quarters. The position peaked at $185M in Q3 2019. 471 funds tracked by Wall St. Rank hold DVA as of Q2 2023.

  • Glenview Capital Management reported no remaining DaVita position as of Q2 2023 after selling out during the quarter.
  • Glenview Capital Management sold 276,175 DaVita shares in Q2 2023, an estimated $22.4M.
  • Glenview Capital Management first reported a position in DaVita in Q1 2019 and held it in 13 quarters.
  • Glenview Capital Management's DaVita position peaked at $185M in Q3 2019.
  • 471 funds tracked by Wall St. Rank held DaVita as of Q2 2023.

Based on Glenview Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.