Paloma Partners’s DaVita DVA Stock Holding History

Paloma 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
2017 Q4	–	Sell	-52,500	Closed	-$3.12M	–	1966
2017 Q3	$3.12M	Hold	52,500	–	–	0.04%	472
2017 Q2	$3.4M	Hold	52,500	–	–	0.04%	457
2017 Q1	$3.57M	Buy	+52,500	New	+$3.48M	0.04%	459

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

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

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

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

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

Paloma Partners's DVA Position: Q2 2025 in Review

Paloma Partners sold out of DaVita (DVA) in Q2 2025, closing a stake of 1,467 shares — an estimated $224K sold.

Paloma Partners first reported a position in DVA in Q2 2013 and held it in 36 quarters. The position peaked at $12M in Q4 2019. 592 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

Paloma Partners reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
Paloma Partners sold 1,467 DaVita shares in Q2 2025, an estimated $224K.
Paloma Partners first reported a position in DaVita in Q2 2013 and held it in 36 quarters.
Paloma Partners's DaVita position peaked at $12M in Q4 2019.
592 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on Paloma Partners's 13F filing for Q2 2025, filed 14 Aug 2025.