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Richard Pzena’s DaVita DVA Stock Holding History

Richard Pzena’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
Q1 		– Sell
-5,717
Closed -$599K – 161
2023
Q4 		$599K Buy
+5,717
New +$528K ﹤0.01% 144
2023
Q1 		– Sell
-2,298
Closed -$172K – 166
2022
Q4 		$172K Buy
+2,298
New +$178K ﹤0.01% 176
2017
Q3 		– Sell
-3,398
Closed -$220K – 156
2017
Q2 		$220K Buy
3,398
+71
+2% +$4.7K ﹤0.01% 149
2017
Q1 		$226K Hold
3,327
– – ﹤0.01% 150
2016
Q4 		$214K Buy
+3,327
New +$207K ﹤0.01% 155

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Richard Pzena's DVA Position: Q1 2024 in Review

Richard Pzena sold out of DaVita (DVA) in Q1 2024, closing a stake of 5,717 shares — an estimated $599K sold.

Richard Pzena first reported a position in DVA in Q4 2016 and held it in 5 quarters. The position peaked at $599K in Q4 2023. 545 funds tracked by Wall St. Rank hold DVA as of Q1 2024.

  • Richard Pzena reported no remaining DaVita position as of Q1 2024 after selling out during the quarter.
  • Richard Pzena sold 5,717 DaVita shares in Q1 2024, an estimated $599K.
  • Richard Pzena first reported a position in DaVita in Q4 2016 and held it in 5 quarters.
  • Richard Pzena's DaVita position peaked at $599K in Q4 2023.
  • 545 funds tracked by Wall St. Rank held DaVita as of Q1 2024.

Based on Pzena Investment Management's 13F filing for Q1 2024, filed 3 May 2024.