HM Payson & Co’s DaVita DVA Stock Holding History

HM Payson & Co’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 Q4	–	Sell	-200	Closed	-$32.8K	–	1061
2024 Q3	$32.8K	Hold	200	–	–	﹤0.01%	699
2024 Q2	$27.7K	Hold	200	–	–	﹤0.01%	703
2024 Q1	$27.6K	Hold	200	–	–	﹤0.01%	694
2023 Q4	$21K	Buy	+200	New	+$18.5K	﹤0.01%	731

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HM Payson & Co's DVA Position: Q4 2024 in Review

HM Payson & Co sold out of DaVita (DVA) in Q4 2024, closing a stake of 200 shares — an estimated $32.8K sold.

HM Payson & Co first reported a position in DVA in Q4 2023 and held it in 4 quarters. The position peaked at $32.8K in Q3 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

HM Payson & Co reported no remaining DaVita position as of Q4 2024 after selling out during the quarter.
HM Payson & Co sold 200 DaVita shares in Q4 2024, an estimated $32.8K.
HM Payson & Co first reported a position in DaVita in Q4 2023 and held it in 4 quarters.
HM Payson & Co's DaVita position peaked at $32.8K in Q3 2024.
597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.