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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
2022
Q3 		– Sell
-49,000
Closed -$3.92M – 1648
2022
Q2 		$3.92M Buy
+49,000
New +$4.96M 0.11% 144
2021
Q4 		– Sell
-6,000
Closed -$698K – 2028
2021
Q3 		$698K Hold
6,000
– – 0.02% 723
2021
Q2 		$723K Buy
+6,000
New +$710K 0.02% 769
2020
Q4 		– Sell
-900
Closed -$77K – 1444
2020
Q3 		$77K Buy
900
+700
+350% +$59.8K ﹤0.01% 996
2020
Q2 		$16K Buy
+200
New +$15.6K ﹤0.01% 1438
2020
Q1 		– Sell
-6,800
Closed -$510K – 1557
2019
Q4 		$510K Sell
6,800
-3,200
-32% -$212K 0.02% 558
2019
Q3 		$571K Buy
10,000
+5,200
+108% +$302K 0.03% 484
2019
Q2 		$270K Sell
4,800
-3,100
-39% -$161K 0.01% 647
2019
Q1 		$429K Buy
7,900
+3,100
+65% +$172K 0.02% 531
2018
Q4 		$247K Buy
4,800
+2,300
+92% +$147K 0.02% 664
2018
Q3 		$179K Buy
2,500
+1,500
+150% +$106K 0.01% 796
2018
Q2 		$69K Buy
1,000
+100
+11% +$6.68K ﹤0.01% 1040
2018
Q1 		$59K Sell
900
-800
-47% -$58.8K ﹤0.01% 1015
2017
Q4 		$123K Hold
1,700
– – 0.01% 738
2017
Q3 		$101K Hold
1,700
– – 0.01% 874
2017
Q2 		$110K Buy
+1,700
New +$113K 0.01% 752

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
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.