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Industrial Alliance Investment Management’s DaVita DVA Stock Holding History

Industrial Alliance Investment 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
-3,128
Closed -$254K – 260
2023
Q1 		$254K Buy
+3,128
New +$251K 0.01% 428
2022
Q2 		– Sell
-2,404
Closed -$272K – 396
2022
Q1 		$272K Buy
+2,404
New +$270K 0.01% 378

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Industrial Alliance Investment Management's DVA Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of DaVita (DVA) in Q2 2023, closing a stake of 3,128 shares — an estimated $254K sold.

Industrial Alliance Investment Management first reported a position in DVA in Q1 2022 and held it in 2 quarters. The position peaked at $272K in Q1 2022. 471 funds tracked by Wall St. Rank hold DVA as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining DaVita position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 3,128 DaVita shares in Q2 2023, an estimated $254K.
  • Industrial Alliance Investment Management first reported a position in DaVita in Q1 2022 and held it in 2 quarters.
  • Industrial Alliance Investment Management's DaVita position peaked at $272K in Q1 2022.
  • 471 funds tracked by Wall St. Rank held DaVita as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.