Jupiter Asset Management’s DaVita DVA Stock Holding History

Jupiter 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
2024 Q4	–	Sell	-18,572	Closed	-$3.04M	–	410
2024 Q3	$3.04M	Sell	18,572 -52,596	-74%	-$7.77M	0.03%	304
2024 Q2	$9.86M	Sell	71,168 -116,009	-62%	-$16M	0.09%	209
2024 Q1	$25.8M	Buy	187,177 +111,311	+147%	+$13.4M	0.25%	143
2023 Q4	$7.95M	Buy	+75,866	New	+$7.01M	0.08%	233
2022 Q3	–	Sell	-14,827	Closed	-$1.19M	–	554
2022 Q2	$1.19M	Buy	+14,827	New	+$1.5M	0.02%	409
2021 Q4	–	Sell	-70,700	Closed	-$8.22M	–	574
2021 Q3	$8.22M	Sell	70,700 -195,121	-73%	-$24.4M	0.09%	211
2021 Q2	$32M	Sell	265,821 -210,736	-44%	-$24.9M	0.33%	85
2021 Q1	$51.4M	Sell	476,557 -22,441	-4%	-$2.49M	0.51%	52
2020 Q4	$58.5M	Buy	498,998 +219,020	+78%	+$22.3M	0.59%	36
2020 Q3	$24M	Buy	+279,978	New	+$23.9M	0.25%	107

Other funds holding DVA

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return