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Rockbridge Investment Management’s DaVita DVA Stock Holding History

Rockbridge Investment Management’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
-80
Closed -$8.38K – 256
2023
Q4 		$8.38K Buy
+80
New +$7.39K ﹤0.01% 416
2022
Q3 		– Sell
-80
Closed -$6.4K – 244
2022
Q2 		$6.4K Hold
80
– – ﹤0.01% 431
2022
Q1 		$9.13K Hold
80
– – ﹤0.01% 529
2021
Q4 		$9K Hold
80
– – ﹤0.01% 583
2021
Q3 		$9K Hold
80
– – ﹤0.01% 530
2021
Q2 		$10K Hold
80
– – ﹤0.01% 528
2021
Q1 		$9K Hold
80
– – ﹤0.01% 517
2020
Q4 		$9K Hold
80
– – ﹤0.01% 510
2020
Q3 		$7K Hold
80
– – ﹤0.01% 498
2020
Q2 		$6K Buy
+80
New +$6.25K ﹤0.01% 470

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
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

Rockbridge Investment Management's DVA Position: Q1 2024 in Review

Rockbridge Investment Management sold out of DaVita (DVA) in Q1 2024, closing a stake of 80 shares — an estimated $8.38K sold.

Rockbridge Investment Management first reported a position in DVA in Q2 2020 and held it in 10 quarters. The position peaked at $10K in Q2 2021. 545 funds tracked by Wall St. Rank hold DVA as of Q1 2024.

  • Rockbridge Investment Management reported no remaining DaVita position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 80 DaVita shares in Q1 2024, an estimated $8.38K.
  • Rockbridge Investment Management first reported a position in DaVita in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's DaVita position peaked at $10K in Q2 2021.
  • 545 funds tracked by Wall St. Rank held DaVita as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.