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Mirabella Financial Services’s DaVita DVA Stock Holding History

Mirabella Financial Services’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
Q2 		– Sell
-2,007
Closed -$277K – 497
2024
Q1 		$277K Buy
+2,007
New +$241K 0.02% 399
2023
Q1 		– Sell
-27,149
Closed -$2.03M – 444
2022
Q4 		$2.03M Sell
27,149
-49,606
-65% -$3.85M 0.18% 90
2022
Q3 		$6.36M Buy
76,755
+71,105
+1,258% +$6.24M 0.66% 21
2022
Q2 		$452K Sell
5,650
-3,281
-37% -$332K 0.04% 258
2022
Q1 		$1.01M Sell
8,931
-885
-9% -$99.4K 0.11% 166
2021
Q4 		$1.12M Buy
+9,816
New +$1.06M 0.11% 153

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 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

Mirabella Financial Services's DVA Position: Q2 2024 in Review

Mirabella Financial Services sold out of DaVita (DVA) in Q2 2024, closing a stake of 2,007 shares — an estimated $277K sold.

Mirabella Financial Services first reported a position in DVA in Q4 2021 and held it in 6 quarters. The position peaked at $6.36M in Q3 2022. 560 funds tracked by Wall St. Rank hold DVA as of Q2 2024.

  • Mirabella Financial Services reported no remaining DaVita position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 2,007 DaVita shares in Q2 2024, an estimated $277K.
  • Mirabella Financial Services first reported a position in DaVita in Q4 2021 and held it in 6 quarters.
  • Mirabella Financial Services's DaVita position peaked at $6.36M in Q3 2022.
  • 560 funds tracked by Wall St. Rank held DaVita as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.