Junto Capital Management’s DaVita DVA Stock Holding History

Junto Capital 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
2024 Q4	–	Sell	-239,730	Closed	-$39.3M	–	89
2024 Q3	$39.3M	Buy	+239,730	New	+$35.4M	0.87%	51

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

Junto Capital Management's DVA Position: Q4 2024 in Review

Junto Capital Management sold out of DaVita (DVA) in Q4 2024, closing a stake of 239,730 shares — an estimated $39.3M sold.

Junto Capital Management first reported a position in DVA in Q3 2024 and held it in 1 quarter. The position peaked at $39.3M in Q3 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

Junto Capital Management reported no remaining DaVita position as of Q4 2024 after selling out during the quarter.
Junto Capital Management sold 239,730 DaVita shares in Q4 2024, an estimated $39.3M.
Junto Capital Management first reported a position in DaVita in Q3 2024 and held it in 1 quarter.
Junto Capital Management's DaVita position peaked at $39.3M in Q3 2024.
597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on Junto Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.