MCF Advisors’s DaVita DVA Stock Holding History

MCF Advisors’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	–	Sell	-13	Closed	-$1.95K	–	936
2024 Q4	$1.95K	Hold	13	–	–	﹤0.01%	850
2024 Q3	$2.13K	Hold	13	–	–	﹤0.01%	839
2024 Q2	$1.8K	Hold	13	–	–	﹤0.01%	857
2024 Q1	$1.79K	Hold	13	–	–	﹤0.01%	829
2023 Q4	$1.36K	Hold	13	–	–	﹤0.01%	811
2023 Q3	$1.23K	Hold	13	–	–	﹤0.01%	811
2023 Q2	$1.31K	Hold	13	–	–	﹤0.01%	756
2023 Q1	$1.05K	Hold	13	–	–	﹤0.01%	762
2022 Q4	$971	Buy	13 +5	+63%	+$388	﹤0.01%	744
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	732
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	689
2022 Q1	$1K	Buy	+8	New	+$898	﹤0.01%	696
2021 Q4	–	Sell	-8	Closed	-$1K	–	221
2021 Q3	$1K	Buy	+8	New	+$1K	﹤0.01%	677

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 $3.37T AUM 44.26% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

MCF Advisors's DVA Position: Q1 2025 in Review

MCF Advisors sold out of DaVita (DVA) in Q1 2025, closing a stake of 13 shares — an estimated $1.95K sold.

MCF Advisors first reported a position in DVA in Q3 2021 and held it in 13 quarters. The position peaked at $2.13K in Q3 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

MCF Advisors reported no remaining DaVita position as of Q1 2025 after selling out during the quarter.
MCF Advisors sold 13 DaVita shares in Q1 2025, an estimated $1.95K.
MCF Advisors first reported a position in DaVita in Q3 2021 and held it in 13 quarters.
MCF Advisors's DaVita position peaked at $2.13K in Q3 2024.
597 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on MCF Advisors's 13F filing for Q1 2025, filed 6 May 2025.