Riverview Trust Company’s DaVita DVA Stock Holding History

Riverview Trust Company’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	-4	Closed	-$598	–	668
2024 Q4	$598	Buy	+4	New	+$627	﹤0.01%	749
2022 Q4	–	Sell	-154	Closed	-$13K	–	756
2022 Q3	$13K	Buy	+154	New	+$13.5K	0.01%	500

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 $3.38T AUM 44.17% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Riverview Trust Company's DVA Position: Q1 2025 in Review

Riverview Trust Company sold out of DaVita (DVA) in Q1 2025, closing a stake of 4 shares — an estimated $598 sold.

Riverview Trust Company first reported a position in DVA in Q3 2022 and held it in 2 quarters. The position peaked at $13K in Q3 2022. 597 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

Riverview Trust Company reported no remaining DaVita position as of Q1 2025 after selling out during the quarter.
Riverview Trust Company sold 4 DaVita shares in Q1 2025, an estimated $598.
Riverview Trust Company first reported a position in DaVita in Q3 2022 and held it in 2 quarters.
Riverview Trust Company's DaVita position peaked at $13K in Q3 2022.
597 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.