Narus Financial Partners’s DaVita DVA Stock Holding History

Narus Financial Partners’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
2023 Q1	–	Sell	-5,425	Closed	-$405K	–	114
2022 Q4	$405K	Buy	+5,425	New	+$421K	0.23%	70

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Narus Financial Partners's DVA Position: Q1 2023 in Review

Narus Financial Partners sold out of DaVita (DVA) in Q1 2023, closing a stake of 5,425 shares — an estimated $405K sold.

Narus Financial Partners first reported a position in DVA in Q4 2022 and held it in 1 quarter. The position peaked at $405K in Q4 2022. 439 funds tracked by Wall St. Rank hold DVA as of Q1 2023.

Narus Financial Partners reported no remaining DaVita position as of Q1 2023 after selling out during the quarter.
Narus Financial Partners sold 5,425 DaVita shares in Q1 2023, an estimated $405K.
Narus Financial Partners first reported a position in DaVita in Q4 2022 and held it in 1 quarter.
Narus Financial Partners's DaVita position peaked at $405K in Q4 2022.
439 funds tracked by Wall St. Rank held DaVita as of Q1 2023.

Based on Narus Financial Partners's 13F filing for Q1 2023, filed 27 Jun 2023.