Ken Fisher’s DaVita DVA Stock Holding History

Ken Fisher’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
2023 Q4	–	Sell	-58	Closed	-$5.48K	–	1018
2023 Q3	$5.48K	Buy	+58	New	+$5.92K	﹤0.01%	1115
2020 Q2	–	Sell	-2,977	Closed	-$226K	–	833
2020 Q1	$226K	Buy	+2,977	New	+$234K	﹤0.01%	715

Other funds holding DVA

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Ken Fisher's DVA Position: Q4 2023 in Review

Ken Fisher sold out of DaVita (DVA) in Q4 2023, closing a stake of 58 shares — an estimated $5.48K sold.

Ken Fisher first reported a position in DVA in Q1 2020 and held it in 2 quarters. The position peaked at $226K in Q1 2020. 536 funds tracked by Wall St. Rank hold DVA as of Q4 2023.

Ken Fisher reported no remaining DaVita position as of Q4 2023 after selling out during the quarter.
Ken Fisher sold 58 DaVita shares in Q4 2023, an estimated $5.48K.
Ken Fisher first reported a position in DaVita in Q1 2020 and held it in 2 quarters.
Ken Fisher's DaVita position peaked at $226K in Q1 2020.
536 funds tracked by Wall St. Rank held DaVita as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.