Kelly Financial Services’s DaVita DVA Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-40	Closed	-$5.54K	–	277
2024 Q2	$5.54K	Hold	40	–	–	﹤0.01%	487
2024 Q1	$5.52K	Hold	40	–	–	﹤0.01%	490
2023 Q4	$4.19K	Hold	40	–	–	﹤0.01%	491
2023 Q3	$3.78K	Hold	40	–	–	﹤0.01%	482
2023 Q2	$4.02K	Hold	40	–	–	﹤0.01%	475
2023 Q1	$3.24K	Hold	40	–	–	﹤0.01%	474
2022 Q4	$2.99K	Hold	40	–	–	﹤0.01%	462
2022 Q3	$3.31K	Hold	40	–	–	﹤0.01%	448
2022 Q2	$3.2K	Hold	40	–	–	﹤0.01%	452
2022 Q1	$4.52K	Hold	40	–	–	﹤0.01%	444
2021 Q4	$4.55K	Hold	40	–	–	﹤0.01%	454
2021 Q3	$4.65K	Sell	40 -4,777	-99%	-$598K	﹤0.01%	427
2021 Q2	$40K	Buy	4,817 +4,777	+11,943%	+$565K	﹤0.01%	479
2021 Q1	$4.31K	Hold	40	–	–	﹤0.01%	415
2020 Q4	$4.7K	Hold	40	–	–	﹤0.01%	369
2020 Q3	$3.43K	Hold	40	–	–	﹤0.01%	380
2020 Q2	$3.17K	Hold	40	–	–	﹤0.01%	388
2020 Q1	$3.04K	Hold	40	–	–	﹤0.01%	351
2019 Q4	$3K	Hold	40	–	–	﹤0.01%	364
2019 Q3	$2.28K	Hold	40	–	–	﹤0.01%	386
2019 Q2	$2.25K	Hold	40	–	–	﹤0.01%	369
2019 Q1	$2.17K	Buy	+40	New	+$2.21K	﹤0.01%	365

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return