Kowal Investment Group’s DaVita DVA Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-120	Closed	-$14K	–	346
2021 Q3	$14K	Buy	+120	New	+$15K	﹤0.01%	448

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 $3.38T AUM 44.17% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kowal Investment Group's DVA Position: Q4 2021 in Review

Kowal Investment Group sold out of DaVita (DVA) in Q4 2021, closing a stake of 120 shares — an estimated $14K sold.

Kowal Investment Group first reported a position in DVA in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 492 funds tracked by Wall St. Rank hold DVA as of Q4 2021.

Kowal Investment Group reported no remaining DaVita position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 120 DaVita shares in Q4 2021, an estimated $14K.
Kowal Investment Group first reported a position in DaVita in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's DaVita position peaked at $14K in Q3 2021.
492 funds tracked by Wall St. Rank held DaVita as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.