Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s DaVita DVA Stock Holding History

Jacobs Levy Equity 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
2025
Q3 		– Sell
-1,542
Closed -$220K – 1006
2025
Q2 		$220K Sell
1,542
-196
-11% -$27.8K ﹤0.01% 976
2025
Q1 		$266K Sell
1,738
-23,515
-93% -$3.69M ﹤0.01% 995
2024
Q4 		$3.78M Sell
25,253
-14,165
-36% -$2.22M 0.01% 477
2024
Q3 		$6.46M Sell
39,418
-16,339
-29% -$2.41M 0.02% 396
2024
Q2 		$7.73M Sell
55,757
-95
-0.2% -$13.1K 0.03% 371
2024
Q1 		$7.71M Sell
55,852
-746,827
-93% -$89.6M 0.03% 342
2023
Q4 		$84.1M Sell
802,679
-168,128
-17% -$15.5M 0.42% 58
2023
Q3 		$91.8M Sell
970,807
-23,002
-2% -$2.35M 0.54% 39
2023
Q2 		$99.8M Sell
993,809
-26,762
-3% -$2.48M 0.58% 37
2023
Q1 		$82.8M Buy
1,020,571
+900,709
+751% +$72.2M 0.51% 43
2022
Q4 		$8.95M Buy
+119,862
New +$9.31M 0.06% 298
2022
Q3 		– Sell
-80,380
Closed -$6.43M – 1050
2022
Q2 		$6.43M Buy
80,380
+35,316
+78% +$3.57M 0.05% 374
2022
Q1 		$5.1M Sell
45,064
-369
-0.8% -$41.4K 0.03% 417
2021
Q4 		$5.17M Buy
45,433
+1,884
+4% +$203K 0.03% 422
2021
Q3 		$5.06M Buy
+43,549
New +$5.45M 0.03% 430
2017
Q2 		– Sell
-3,420
Closed -$232K – 949
2017
Q1 		$232K Sell
3,420
-990
-22% -$65.5K ﹤0.01% 766
2016
Q4 		$283K Sell
4,410
-12,500
-74% -$778K 0.01% 777
2016
Q3 		$1.12M Buy
+16,910
New +$1.19M 0.02% 554

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Jacobs Levy Equity Management's DVA Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of DaVita (DVA) in Q3 2025, closing a stake of 1,542 shares — an estimated $220K sold.

Jacobs Levy Equity Management first reported a position in DVA in Q3 2016 and held it in 18 quarters. The position peaked at $99.8M in Q2 2023. 561 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 1,542 DaVita shares in Q3 2025, an estimated $220K.
  • Jacobs Levy Equity Management first reported a position in DaVita in Q3 2016 and held it in 18 quarters.
  • Jacobs Levy Equity Management's DaVita position peaked at $99.8M in Q2 2023.
  • 561 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.