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Raymond James Trust’s DaVita DVA Stock Holding History

Raymond James Trust’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 		$223K Buy
+1,362
New +$201K ﹤0.01% 1197
2017
Q2 		– Sell
-2,974
Closed -$202K – 726
2017
Q1 		$202K Buy
+2,974
New +$197K 0.02% 645

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Raymond James Trust's DVA Position: Q3 2024 in Review

Raymond James Trust opened a new position in DaVita (DVA) in Q3 2024: 1,362 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1197 among its holdings. This is a return to the name: Raymond James Trust previously reported a position in DVA as recently as Q1 2017.

Raymond James Trust first reported a position in DVA in Q1 2017 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold DVA as of Q3 2024.

  • Raymond James Trust held 1,362 shares of DaVita worth $223K as of Q3 2024.
  • DaVita was a new Raymond James Trust position in Q3 2024.
  • DaVita made up ﹤0.01% of Raymond James Trust's portfolio in Q3 2024, its #1197 holding.
  • Raymond James Trust first reported a position in DaVita in Q1 2017 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held DaVita as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.