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HUB Investment Partners’s DaVita DVA Stock Holding History

HUB Investment Partners’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
-3,500
Closed -$574K – 618
2024
Q3 		$574K Hold
3,500
– – 0.03% 278
2024
Q2 		$485K Hold
3,500
– – 0.02% 284
2024
Q1 		$483K Hold
3,500
– – 0.03% 280
2023
Q4 		$367K Buy
+3,500
New +$323K 0.03% 278

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HUB Investment Partners's DVA Position: Q4 2024 in Review

HUB Investment Partners sold out of DaVita (DVA) in Q4 2024, closing a stake of 3,500 shares — an estimated $574K sold.

HUB Investment Partners first reported a position in DVA in Q4 2023 and held it in 4 quarters. The position peaked at $574K in Q3 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

  • HUB Investment Partners reported no remaining DaVita position as of Q4 2024 after selling out during the quarter.
  • HUB Investment Partners sold 3,500 DaVita shares in Q4 2024, an estimated $574K.
  • HUB Investment Partners first reported a position in DaVita in Q4 2023 and held it in 4 quarters.
  • HUB Investment Partners's DaVita position peaked at $574K in Q3 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on HUB Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.