Lee Financial’s DaVita DVA Stock Holding History

Lee Financial’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 Q1	–	Sell	-2	Closed	-$149	–	846
2022 Q4	$149	Hold	2	–	–	﹤0.01%	906
2022 Q3	$0	Hold	2	–	–	﹤0.01%	862
2022 Q2	$0	Buy	+2	New	+$202	﹤0.01%	885

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lee Financial's DVA Position: Q1 2023 in Review

Lee Financial sold out of DaVita (DVA) in Q1 2023, closing a stake of 2 shares — an estimated $149 sold.

Lee Financial first reported a position in DVA in Q2 2022 and held it in 3 quarters. The position peaked at $149 in Q4 2022. 439 funds tracked by Wall St. Rank hold DVA as of Q1 2023.

Lee Financial reported no remaining DaVita position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 2 DaVita shares in Q1 2023, an estimated $149.
Lee Financial first reported a position in DaVita in Q2 2022 and held it in 3 quarters.
Lee Financial's DaVita position peaked at $149 in Q4 2022.
439 funds tracked by Wall St. Rank held DaVita as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.