Private Advisory Group’s DaVita DVA Stock Holding History

Private Advisory 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 Q3	–	Sell	-5,942	Closed	-$823K	–	201
2024 Q2	$823K	Buy	+5,942	New	+$819K	0.11%	120

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Private Advisory Group's DVA Position: Q3 2024 in Review

Private Advisory Group sold out of DaVita (DVA) in Q3 2024, closing a stake of 5,942 shares — an estimated $823K sold.

Private Advisory Group first reported a position in DVA in Q2 2024 and held it in 1 quarter. The position peaked at $823K in Q2 2024. 600 funds tracked by Wall St. Rank hold DVA as of Q3 2024.

Private Advisory Group reported no remaining DaVita position as of Q3 2024 after selling out during the quarter.
Private Advisory Group sold 5,942 DaVita shares in Q3 2024, an estimated $823K.
Private Advisory Group first reported a position in DaVita in Q2 2024 and held it in 1 quarter.
Private Advisory Group's DaVita position peaked at $823K in Q2 2024.
600 funds tracked by Wall St. Rank held DaVita as of Q3 2024.

Based on Private Advisory Group's 13F filing for Q3 2024, filed 9 Oct 2024.