Prelude Capital Management’s DaVita DVA Stock Holding History

Prelude Capital Management’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
2018 Q4	–	Sell	-32,000	Closed	-$2.29M	–	1855
2018 Q3	$2.29M	Buy	+32,000	New	+$2.26M	0.13%	154

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

8KM

8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

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

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

Prelude Capital Management's DVA Position: Q2 2024 in Review

Prelude Capital Management sold out of DaVita (DVA) in Q2 2024, closing a stake of 1,456 shares — an estimated $201K sold.

Prelude Capital Management first reported a position in DVA in Q2 2013 and held it in 23 quarters. The position peaked at $3.88M in Q1 2015. 560 funds tracked by Wall St. Rank hold DVA as of Q2 2024.

Prelude Capital Management reported no remaining DaVita position as of Q2 2024 after selling out during the quarter.
Prelude Capital Management sold 1,456 DaVita shares in Q2 2024, an estimated $201K.
Prelude Capital Management first reported a position in DaVita in Q2 2013 and held it in 23 quarters.
Prelude Capital Management's DaVita position peaked at $3.88M in Q1 2015.
560 funds tracked by Wall St. Rank held DaVita as of Q2 2024.

Based on Prelude Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.