PVI
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Pine Valley Investments’s DaVita DVA Stock Holding History

Pine Valley Investments’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
Q1 		– Sell
-27,242
Closed -$2.85M – 506
2023
Q4 		$2.85M Buy
27,242
+9,969
+58% +$921K 0.21% 113
2023
Q3 		$1.63M Buy
17,273
+3,597
+26% +$367K 0.15% 158
2023
Q2 		$1.37M Buy
13,676
+615
+5% +$57.1K 0.13% 162
2023
Q1 		$1.32M Buy
+13,061
New +$1.05M 0.19% 112

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 $3.38T AUM 44.17% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Pine Valley Investments's DVA Position: Q1 2024 in Review

Pine Valley Investments sold out of DaVita (DVA) in Q1 2024, closing a stake of 27,242 shares — an estimated $2.85M sold.

Pine Valley Investments first reported a position in DVA in Q1 2023 and held it in 4 quarters. The position peaked at $2.85M in Q4 2023. 545 funds tracked by Wall St. Rank hold DVA as of Q1 2024.

  • Pine Valley Investments reported no remaining DaVita position as of Q1 2024 after selling out during the quarter.
  • Pine Valley Investments sold 27,242 DaVita shares in Q1 2024, an estimated $2.85M.
  • Pine Valley Investments first reported a position in DaVita in Q1 2023 and held it in 4 quarters.
  • Pine Valley Investments's DaVita position peaked at $2.85M in Q4 2023.
  • 545 funds tracked by Wall St. Rank held DaVita as of Q1 2024.

Based on Pine Valley Investments's 13F filing for Q1 2024, filed 8 May 2024.