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Hazlett, Burt & Watson’s DaVita DVA Stock Holding History

Hazlett, Burt & Watson’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
-63
Closed -$5K – 680
2023
Q1 		$5K Hold
63
– – ﹤0.01% 518
2022
Q4 		$5K Hold
63
– – ﹤0.01% 514
2022
Q3 		$5K Hold
63
– – ﹤0.01% 507
2022
Q2 		$5K Hold
63
– – ﹤0.01% 505
2022
Q1 		$7K Buy
+63
New +$7.07K 0.01% 496

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 40.89% 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

Hazlett, Burt & Watson's DVA Position: Q2 2023 in Review

Hazlett, Burt & Watson sold out of DaVita (DVA) in Q2 2023, closing a stake of 63 shares — an estimated $5K sold.

Hazlett, Burt & Watson first reported a position in DVA in Q1 2022 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 471 funds tracked by Wall St. Rank hold DVA as of Q2 2023.

  • Hazlett, Burt & Watson reported no remaining DaVita position as of Q2 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 63 DaVita shares in Q2 2023, an estimated $5K.
  • Hazlett, Burt & Watson first reported a position in DaVita in Q1 2022 and held it in 5 quarters.
  • Hazlett, Burt & Watson's DaVita position peaked at $7K in Q1 2022.
  • 471 funds tracked by Wall St. Rank held DaVita as of Q2 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2023, filed 1 Aug 2023.