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Glenview Trust’s DaVita DVA Stock Holding History

Glenview 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
-5,240
Closed -$495K – 467
2023
Q3 		$495K Hold
5,240
– – 0.01% 320
2023
Q2 		$526K Buy
5,240
+256
+5% +$23.8K 0.01% 310
2023
Q1 		$404K Buy
4,984
+102
+2% +$8.17K 0.01% 346
2022
Q4 		$365K Sell
4,882
-62
-1% -$4.82K 0.01% 344
2022
Q3 		$409K Sell
4,944
-280
-5% -$24.6K 0.02% 306
2022
Q2 		$418K Sell
5,224
-220
-4% -$22.3K 0.02% 310
2022
Q1 		$616K Buy
5,444
+280
+5% +$31.4K 0.02% 266
2021
Q4 		$588K Buy
5,164
+186
+4% +$20K 0.02% 266
2021
Q3 		$579K Buy
4,978
+699
+16% +$87.5K 0.02% 246
2021
Q2 		$515K Hold
4,279
– – 0.02% 263
2021
Q1 		$461K Buy
+4,279
New +$475K 0.02% 271

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
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

Glenview Trust's DVA Position: Q4 2023 in Review

Glenview Trust sold out of DaVita (DVA) in Q4 2023, closing a stake of 5,240 shares — an estimated $495K sold.

Glenview Trust first reported a position in DVA in Q1 2021 and held it in 11 quarters. The position peaked at $616K in Q1 2022. 536 funds tracked by Wall St. Rank hold DVA as of Q4 2023.

  • Glenview Trust reported no remaining DaVita position as of Q4 2023 after selling out during the quarter.
  • Glenview Trust sold 5,240 DaVita shares in Q4 2023, an estimated $495K.
  • Glenview Trust first reported a position in DaVita in Q1 2021 and held it in 11 quarters.
  • Glenview Trust's DaVita position peaked at $616K in Q1 2022.
  • 536 funds tracked by Wall St. Rank held DaVita as of Q4 2023.

Based on Glenview Trust's 13F filing for Q4 2023, filed 12 Feb 2024.