Range Financial Group’s DaVita DVA Stock Holding History

Range Financial 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	-2,038	Closed	-$334K	–	183
2024 Q3	$334K	Sell	2,038 -1,735	-46%	-$256K	0.46%	58
2024 Q2	$523K	Buy	3,773 +826	+28%	+$114K	0.27%	108
2024 Q1	$407K	Buy	+2,947	New	+$354K	0.21%	124

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Range Financial Group's DVA Position: Q4 2024 in Review

Range Financial Group sold out of DaVita (DVA) in Q4 2024, closing a stake of 2,038 shares — an estimated $334K sold.

Range Financial Group first reported a position in DVA in Q1 2024 and held it in 3 quarters. The position peaked at $523K in Q2 2024. 597 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

Range Financial Group reported no remaining DaVita position as of Q4 2024 after selling out during the quarter.
Range Financial Group sold 2,038 DaVita shares in Q4 2024, an estimated $334K.
Range Financial Group first reported a position in DaVita in Q1 2024 and held it in 3 quarters.
Range Financial Group's DaVita position peaked at $523K in Q2 2024.
597 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on Range Financial Group's 13F filing for Q4 2024, filed 7 Jan 2025.