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Mendota Financial Group’s Privia Health PRVA Stock Holding History

Mendota Financial Group’s Portfolio PRVA Stock Details PRVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4
Closed -$73 – 970
2024
Q3 		$73 Buy
+4
New +$76 ﹤0.01% 1044
2023
Q4 		– Sell
-60
Closed -$1.38K – 396
2023
Q3 		$1.38K Hold
60
– – ﹤0.01% 259
2023
Q2 		$1.57K Buy
+60
New +$1.58K ﹤0.01% 255
2023
Q1 		– Sell
-60
Closed -$1.36K – 342
2022
Q4 		$1.36K Buy
+60
New +$1.67K ﹤0.01% 269

Other funds holding PRVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mendota Financial Group's PRVA Position: Q4 2024 in Review

Mendota Financial Group sold out of Privia Health (PRVA) in Q4 2024, closing a stake of 4 shares — an estimated $73 sold.

Mendota Financial Group first reported a position in PRVA in Q4 2022 and held it in 4 quarters. The position peaked at $1.57K in Q2 2023. 231 funds tracked by Wall St. Rank hold PRVA as of Q4 2024.

  • Mendota Financial Group reported no remaining Privia Health position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 4 Privia Health shares in Q4 2024, an estimated $73.
  • Mendota Financial Group first reported a position in Privia Health in Q4 2022 and held it in 4 quarters.
  • Mendota Financial Group's Privia Health position peaked at $1.57K in Q2 2023.
  • 231 funds tracked by Wall St. Rank held Privia Health as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.