Loomis, Sayles & Company
DVA icon

Loomis, Sayles & Company’s DaVita DVA Stock Holding History

Loomis, Sayles & Company’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
-76
Closed -$8K – 775
2023
Q4 		$8K Sell
76
-60
-44% -$5.54K ﹤0.01% 822
2023
Q3 		$13K Buy
136
+32
+31% +$3.26K ﹤0.01% 731
2023
Q2 		$10K Sell
104
-255
-71% -$23.7K ﹤0.01% 721
2023
Q1 		$29K Sell
359
-102
-22% -$8.17K ﹤0.01% 688
2022
Q4 		$34K Buy
461
+439
+1,995% +$34.1K ﹤0.01% 664
2022
Q3 		$2K Sell
22
-70
-76% -$6.14K ﹤0.01% 788
2022
Q2 		$7K Hold
92
– – ﹤0.01% 701
2022
Q1 		$10K Buy
92
+19
+26% +$2.13K ﹤0.01% 710
2021
Q4 		$8K Hold
73
– – ﹤0.01% 749
2021
Q3 		$8K Sell
73
-24
-25% -$3.01K ﹤0.01% 864
2021
Q2 		$12K Hold
97
– – ﹤0.01% 732
2021
Q1 		$10K Buy
+97
New +$10.8K ﹤0.01% 777

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.38T AUM 44.17% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Loomis, Sayles & Company's DVA Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of DaVita (DVA) in Q1 2024, closing a stake of 76 shares — an estimated $8K sold.

Loomis, Sayles & Company first reported a position in DVA in Q1 2021 and held it in 12 quarters. The position peaked at $34K in Q4 2022. 545 funds tracked by Wall St. Rank hold DVA as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining DaVita position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 76 DaVita shares in Q1 2024, an estimated $8K.
  • Loomis, Sayles & Company first reported a position in DaVita in Q1 2021 and held it in 12 quarters.
  • Loomis, Sayles & Company's DaVita position peaked at $34K in Q4 2022.
  • 545 funds tracked by Wall St. Rank held DaVita as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.