LKIM
DVA icon

Lawson Kroeker Investment Management’s DaVita DVA Stock Holding History

Lawson Kroeker Investment Management’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
-82,238
Closed -$7.77M – 88
2023
Q3 		$7.77M Buy
82,238
+150
+0.2% +$15.3K 1.71% 22
2023
Q2 		$8.25M Hold
82,088
– – 1.98% 20
2023
Q1 		$6.66M Buy
82,088
+658
+0.8% +$52.7K 1.49% 26
2022
Q4 		$6.08M Buy
81,430
+925
+1% +$71.8K 2.05% 19
2022
Q3 		$6.66M Buy
80,505
+605
+0.8% +$53.1K 2.34% 17
2022
Q2 		$6.39M Buy
+79,900
New +$8.09M 2.15% 16

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
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

Lawson Kroeker Investment Management's DVA Position: Q4 2023 in Review

Lawson Kroeker Investment Management sold out of DaVita (DVA) in Q4 2023, closing a stake of 82,238 shares — an estimated $7.77M sold.

Lawson Kroeker Investment Management first reported a position in DVA in Q2 2022 and held it in 6 quarters. The position peaked at $8.25M in Q2 2023. 536 funds tracked by Wall St. Rank hold DVA as of Q4 2023.

  • Lawson Kroeker Investment Management reported no remaining DaVita position as of Q4 2023 after selling out during the quarter.
  • Lawson Kroeker Investment Management sold 82,238 DaVita shares in Q4 2023, an estimated $7.77M.
  • Lawson Kroeker Investment Management first reported a position in DaVita in Q2 2022 and held it in 6 quarters.
  • Lawson Kroeker Investment Management's DaVita position peaked at $8.25M in Q2 2023.
  • 536 funds tracked by Wall St. Rank held DaVita as of Q4 2023.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2023, filed 29 Jan 2024.