M Holdings Securities’s DaVita DVA Stock Holding History

M Holdings Securities’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 Q3	–	Sell	-2,166	Closed	-$300K	–	163
2024 Q2	$300K	Buy	+2,166	New	+$299K	0.04%	235

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

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

M Holdings Securities's DVA Position: Q3 2024 in Review

M Holdings Securities sold out of DaVita (DVA) in Q3 2024, closing a stake of 2,166 shares — an estimated $300K sold.

M Holdings Securities first reported a position in DVA in Q2 2024 and held it in 1 quarter. The position peaked at $300K in Q2 2024. 600 funds tracked by Wall St. Rank hold DVA as of Q3 2024.

M Holdings Securities reported no remaining DaVita position as of Q3 2024 after selling out during the quarter.
M Holdings Securities sold 2,166 DaVita shares in Q3 2024, an estimated $300K.
M Holdings Securities first reported a position in DaVita in Q2 2024 and held it in 1 quarter.
M Holdings Securities's DaVita position peaked at $300K in Q2 2024.
600 funds tracked by Wall St. Rank held DaVita as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.