MOS
DVA icon

MGO One Seven’s DaVita DVA Stock Holding History

MGO One Seven’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
-2,337
Closed -$350K – 1115
2024
Q4 		$350K Buy
2,337
+390
+20% +$61.1K 0.01% 773
2024
Q3 		$319K Buy
+1,947
New +$288K 0.01% 746
2021
Q1 		– Sell
-4,321
Closed -$507K – 556
2020
Q4 		$507K Sell
4,321
-1,588
-27% -$162K 0.1% 253
2020
Q3 		$506K Buy
5,909
+813
+16% +$69.5K 0.12% 231
2020
Q2 		$403K Buy
+5,096
New +$398K 0.1% 271
2019
Q1 		– Sell
-95
Closed -$4K – 709
2018
Q4 		$4K Buy
+95
New +$6.08K ﹤0.01% 1411
2018
Q1 		$6K Hold
95
– – ﹤0.01% 1248
2017
Q4 		$7K Buy
+95
New +$5.85K ﹤0.01% 1180

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return