Integral Health Asset Management’s DaVita DVA Stock Holding History

Integral Health Asset 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 Q1	–	Sell	-33,000	Closed	-$2.46M	–	79
2022 Q4	$2.46M	Sell	33,000 -42,000	-56%	-$3.26M	0.52%	54
2022 Q3	$6.21M	Buy	75,000 +22,816	+44%	+$2M	1.21%	36
2022 Q2	$4.17M	Buy	+52,184	New	+$5.28M	0.86%	41

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 $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Norges Bank Oslo, Norway $1T AUM

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

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

Integral Health Asset Management's DVA Position: Q1 2023 in Review

Integral Health Asset Management sold out of DaVita (DVA) in Q1 2023, closing a stake of 33,000 shares — an estimated $2.46M sold.

Integral Health Asset Management first reported a position in DVA in Q2 2022 and held it in 3 quarters. The position peaked at $6.21M in Q3 2022. 439 funds tracked by Wall St. Rank hold DVA as of Q1 2023.

Integral Health Asset Management reported no remaining DaVita position as of Q1 2023 after selling out during the quarter.
Integral Health Asset Management sold 33,000 DaVita shares in Q1 2023, an estimated $2.46M.
Integral Health Asset Management first reported a position in DaVita in Q2 2022 and held it in 3 quarters.
Integral Health Asset Management's DaVita position peaked at $6.21M in Q3 2022.
439 funds tracked by Wall St. Rank held DaVita as of Q1 2023.

Based on Integral Health Asset Management's 13F filing for Q1 2023, filed 9 May 2023.