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Lindbrook Capital’s DaVita DVA Stock Holding History

Lindbrook Capital’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
2025
Q1 		$75.4K Buy
493
+33
+7% +$5.18K 0.01% 801
2024
Q4 		$68.8K Buy
460
+20
+5% +$3.14K 0.01% 681
2024
Q3 		$72.1K Sell
440
-22
-5% -$3.25K 0.01% 672
2024
Q2 		$64K Buy
462
+115
+33% +$15.8K 0.01% 696
2024
Q1 		$47.9K Buy
347
+14
+4% +$1.68K ﹤0.01% 790
2023
Q4 		$34.9K Sell
333
-29
-8% -$2.68K ﹤0.01% 902
2023
Q3 		$34.2K Buy
362
+7
+2% +$714 ﹤0.01% 820
2023
Q2 		$35.7K Buy
355
+12
+3% +$1.11K ﹤0.01% 832
2023
Q1 		$27.8K Buy
343
+61
+22% +$4.89K ﹤0.01% 922
2022
Q4 		$21.1K Buy
282
+210
+292% +$16.3K ﹤0.01% 1035
2022
Q3 		$6K Sell
72
-22
-23% -$1.93K ﹤0.01% 1551
2022
Q2 		$8K Buy
94
+16
+21% +$1.62K ﹤0.01% 1343
2022
Q1 		$9K Buy
78
+2
+3% +$225 ﹤0.01% 1317
2021
Q4 		$9K Buy
76
+43
+130% +$4.62K ﹤0.01% 1300
2021
Q3 		$4K Hold
33
– – ﹤0.01% 1308
2021
Q2 		$4K Hold
33
– – ﹤0.01% 1354
2021
Q1 		$4K Hold
33
– – ﹤0.01% 1318
2020
Q4 		$4K Hold
33
– – ﹤0.01% 1244
2020
Q3 		$3K Hold
33
– – ﹤0.01% 1253
2020
Q2 		$3K Hold
33
– – ﹤0.01% 1244
2020
Q1 		$3K Buy
+33
New +$2.59K ﹤0.01% 1174

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lindbrook Capital's DVA Position: Q1 2025 in Review

Lindbrook Capital increased its DaVita (DVA) stake by 7.2% in Q1 2025, buying an estimated $5.18K and bringing the position to 493 shares worth $75.4K. The position accounts for 0.01% of the portfolio, ranked #801.

Lindbrook Capital first reported a position in DVA in Q1 2020 and has held it in 21 quarters since. 596 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

  • Lindbrook Capital held 493 shares of DaVita worth $75.4K as of Q1 2025.
  • Lindbrook Capital bought 33 DaVita shares in Q1 2025, an estimated $5.18K.
  • DaVita made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #801 holding.
  • Lindbrook Capital first reported a position in DaVita in Q1 2020 and has held it in 21 quarters since.
  • 596 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.