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Lake Street Advisors Group’s DaVita DVA Stock Holding History

Lake Street Advisors 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
2024
Q4 		$217K Buy
1,449
+12
+0.8% +$1.88K 0.01% 539
2024
Q3 		$236K Buy
+1,437
New +$212K 0.01% 524

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lake Street Advisors Group's DVA Position: Q4 2024 in Review

Lake Street Advisors Group increased its DaVita (DVA) stake by 0.84% in Q4 2024, buying an estimated $1.88K and bringing the position to 1,449 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #539.

Lake Street Advisors Group first reported a position in DVA in Q3 2024 and has held it in 2 quarters since. The position peaked at $236K in Q3 2024. 596 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

  • Lake Street Advisors Group held 1,449 shares of DaVita worth $217K as of Q4 2024.
  • Lake Street Advisors Group bought 12 DaVita shares in Q4 2024, an estimated $1.88K.
  • DaVita made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #539 holding.
  • Lake Street Advisors Group first reported a position in DaVita in Q3 2024 and has held it in 2 quarters since.
  • Lake Street Advisors Group's DaVita position peaked at $236K in Q3 2024.
  • 596 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.