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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 $299B AUM 27.55% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jupiter Asset Management's DVA Position: Q4 2024 in Review

Jupiter Asset Management sold out of DaVita (DVA) in Q4 2024, closing a stake of 18,572 shares — an estimated $3.04M sold.

Jupiter Asset Management first reported a position in DVA in Q3 2020 and held it in 10 quarters. The position peaked at $58.5M in Q4 2020. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

  • Jupiter Asset Management reported no remaining DaVita position as of Q4 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 18,572 DaVita shares in Q4 2024, an estimated $3.04M.
  • Jupiter Asset Management first reported a position in DaVita in Q3 2020 and held it in 10 quarters.
  • Jupiter Asset Management's DaVita position peaked at $58.5M in Q4 2020.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on Jupiter Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.