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Private Advisor Group’s DaVita DVA Stock Holding History

Private Advisor Group’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
Q4 		– Sell
-1,223
Closed -$200K – 2343
2024
Q3 		$200K Sell
1,223
-1,053
-46% -$156K ﹤0.01% 2223
2024
Q2 		$315K Buy
+2,276
New +$314K ﹤0.01% 1847
2023
Q2 		– Sell
-4,285
Closed -$348K – 2039
2023
Q1 		$348K Buy
4,285
+291
+7% +$23.3K ﹤0.01% 1492
2022
Q4 		$245K Buy
+3,994
New +$310K 0.01% 824
2020
Q3 		– Sell
-1,719
Closed -$136K – 2035
2020
Q2 		$136K Buy
+1,719
New +$134K ﹤0.01% 1540
2019
Q2 		– Sell
-4,573
Closed -$248K – 1679
2019
Q1 		$248K Buy
4,573
+324
+8% +$17.9K ﹤0.01% 1289
2018
Q4 		$220K Buy
4,249
+768
+22% +$49.2K 0.01% 1162
2018
Q3 		$249K Buy
+3,481
New +$246K 0.01% 1324
2017
Q4 		– Sell
-4,479
Closed -$243K – 1236
2017
Q3 		$243K Sell
4,479
-657
-13% -$39.5K 0.01% 1248
2017
Q2 		$320K Sell
5,136
-1,020
-17% -$67.5K 0.01% 1045
2017
Q1 		$415K Sell
6,156
-67
-1% -$4.44K 0.01% 918
2016
Q4 		$394K Buy
6,223
+181
+3% +$11.3K 0.01% 824
2016
Q3 		$389K Buy
6,042
+1,337
+28% +$94.1K 0.02% 741
2016
Q2 		$361K Sell
4,705
-967
-17% -$73.1K 0.01% 743
2016
Q1 		$423K Buy
5,672
+352
+7% +$23.8K 0.02% 637
2015
Q4 		$371K Buy
5,320
+601
+13% +$44K 0.02% 698
2015
Q3 		$341K Sell
4,719
-30
-0.6% -$2.33K 0.02% 684
2015
Q2 		$377K Sell
4,749
-100
-2% -$8.21K 0.02% 699
2015
Q1 		$394K Buy
4,849
+462
+11% +$35.5K 0.02% 639
2014
Q4 		$332K Sell
4,387
-207
-5% -$15.6K 0.02% 673
2014
Q3 		$336K Sell
4,594
-257
-5% -$18.8K 0.02% 656
2014
Q2 		$351K Buy
4,851
+583
+14% +$40.5K 0.03% 608
2014
Q1 		$294K Sell
4,268
-2,985
-41% -$198K 0.03% 578
2013
Q4 		$460K Buy
+7,253
New +$426K 0.05% 411

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Advisor Group's DVA Position: Q4 2024 in Review

Private Advisor Group sold out of DaVita (DVA) in Q4 2024, closing a stake of 1,223 shares — an estimated $200K sold.

Private Advisor Group first reported a position in DVA in Q4 2013 and held it in 24 quarters. The position peaked at $460K in Q4 2013. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

  • Private Advisor Group reported no remaining DaVita position as of Q4 2024 after selling out during the quarter.
  • Private Advisor Group sold 1,223 DaVita shares in Q4 2024, an estimated $200K.
  • Private Advisor Group first reported a position in DaVita in Q4 2013 and held it in 24 quarters.
  • Private Advisor Group's DaVita position peaked at $460K in Q4 2013.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.