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	–	275
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	Hold	40	–	–	﹤0.01%	427
2021 Q2	$4.82K	Hold	40	–	–	﹤0.01%	424
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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Kelly Financial Services's DVA Position: Q3 2024 in Review

Kelly Financial Services sold out of DaVita (DVA) in Q3 2024, closing a stake of 40 shares — an estimated $5.54K sold.

Kelly Financial Services first reported a position in DVA in Q1 2019 and held it in 22 quarters. The position peaked at $5.54K in Q2 2024. 600 funds tracked by Wall St. Rank hold DVA as of Q3 2024.

Kelly Financial Services reported no remaining DaVita position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 40 DaVita shares in Q3 2024, an estimated $5.54K.
Kelly Financial Services first reported a position in DaVita in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's DaVita position peaked at $5.54K in Q2 2024.
600 funds tracked by Wall St. Rank held DaVita as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.