LifePlan Financial’s DaVita DVA Stock Holding History

LifePlan 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
2024 Q1	–	Sell	-2,138	Closed	-$224K	–	95
2023 Q4	$224K	Buy	+2,138	New	+$198K	0.22%	85

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

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

8KM

8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

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

LifePlan Financial's DVA Position: Q1 2024 in Review

LifePlan Financial sold out of DaVita (DVA) in Q1 2024, closing a stake of 2,138 shares — an estimated $224K sold.

LifePlan Financial first reported a position in DVA in Q4 2023 and held it in 1 quarter. The position peaked at $224K in Q4 2023. 544 funds tracked by Wall St. Rank hold DVA as of Q1 2024.

LifePlan Financial reported no remaining DaVita position as of Q1 2024 after selling out during the quarter.
LifePlan Financial sold 2,138 DaVita shares in Q1 2024, an estimated $224K.
LifePlan Financial first reported a position in DaVita in Q4 2023 and held it in 1 quarter.
LifePlan Financial's DaVita position peaked at $224K in Q4 2023.
544 funds tracked by Wall St. Rank held DaVita as of Q1 2024.

Based on LifePlan Financial's 13F filing for Q1 2024, filed 30 Apr 2024.