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Meritage Group’s DaVita DVA Stock Holding History

Meritage Group’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
-2,230
Closed -$309K – 34
2024
Q2 		$309K Buy
2,230
+223
+11% +$30.7K 0.01% 34
2024
Q1 		$277K Buy
+2,007
New +$241K 0.01% 40
2022
Q4 		– Sell
-2,592
Closed -$215K – 48
2022
Q3 		$215K Buy
+2,592
New +$227K 0.01% 31
2017
Q1 		– Sell
-23,025
Closed -$1.48M – 40
2016
Q4 		$1.48M Buy
+23,025
New +$1.43M 0.04% 55

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
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

Meritage Group's DVA Position: Q3 2024 in Review

Meritage Group sold out of DaVita (DVA) in Q3 2024, closing a stake of 2,230 shares — an estimated $309K sold.

Meritage Group first reported a position in DVA in Q4 2016 and held it in 4 quarters. The position peaked at $1.48M in Q4 2016. 600 funds tracked by Wall St. Rank hold DVA as of Q3 2024.

  • Meritage Group reported no remaining DaVita position as of Q3 2024 after selling out during the quarter.
  • Meritage Group sold 2,230 DaVita shares in Q3 2024, an estimated $309K.
  • Meritage Group first reported a position in DaVita in Q4 2016 and held it in 4 quarters.
  • Meritage Group's DaVita position peaked at $1.48M in Q4 2016.
  • 600 funds tracked by Wall St. Rank held DaVita as of Q3 2024.

Based on Meritage Group's 13F filing for Q3 2024, filed 15 Nov 2024.