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RFP Financial Group’s DaVita DVA Stock Holding History

RFP 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
Q3 		– Sell
-15
Closed -$2.08K – 296
2024
Q2 		$2.08K Hold
15
– – ﹤0.01% 708
2024
Q1 		$2.07K Sell
15
-24
-62% -$2.88K ﹤0.01% 670
2023
Q4 		$4.09K Hold
39
– – ﹤0.01% 582
2023
Q3 		$3.69K Hold
39
– – ﹤0.01% 555
2023
Q2 		$3.92K Hold
39
– – ﹤0.01% 589
2023
Q1 		$3.16K Hold
39
– – ﹤0.01% 450
2022
Q4 		$2.91K Buy
+39
New +$3.03K ﹤0.01% 592

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
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

RFP Financial Group's DVA Position: Q3 2024 in Review

RFP Financial Group sold out of DaVita (DVA) in Q3 2024, closing a stake of 15 shares — an estimated $2.08K sold.

RFP Financial Group first reported a position in DVA in Q4 2022 and held it in 7 quarters. The position peaked at $4.09K in Q4 2023. 600 funds tracked by Wall St. Rank hold DVA as of Q3 2024.

  • RFP Financial Group reported no remaining DaVita position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 15 DaVita shares in Q3 2024, an estimated $2.08K.
  • RFP Financial Group first reported a position in DaVita in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's DaVita position peaked at $4.09K in Q4 2023.
  • 600 funds tracked by Wall St. Rank held DaVita as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.