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R Squared’s DaVita DVA Stock Holding History

R Squared’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
2025
Q1 		– Sell
-60
Closed -$8.97K – 632
2024
Q4 		$8.97K Buy
+60
New +$9.41K 0.01% 1179

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

R Squared's DVA Position: Q1 2025 in Review

R Squared sold out of DaVita (DVA) in Q1 2025, closing a stake of 60 shares — an estimated $8.97K sold.

R Squared first reported a position in DVA in Q4 2024 and held it in 1 quarter. The position peaked at $8.97K in Q4 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

  • R Squared reported no remaining DaVita position as of Q1 2025 after selling out during the quarter.
  • R Squared sold 60 DaVita shares in Q1 2025, an estimated $8.97K.
  • R Squared first reported a position in DaVita in Q4 2024 and held it in 1 quarter.
  • R Squared's DaVita position peaked at $8.97K in Q4 2024.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.