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Sandy Spring Bank’s DaVita DVA Stock Holding History

Sandy Spring Bank’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 		$105K Hold
684
– – ﹤0.01% 440
2024
Q4 		$102K Hold
684
– – ﹤0.01% 451
2024
Q3 		$112K Buy
684
+555
+430% +$82K ﹤0.01% 446
2024
Q2 		$17.9K Hold
129
– – ﹤0.01% 779
2024
Q1 		$17.8K Buy
+129
New +$15.5K ﹤0.01% 760
2019
Q4 		– Sell
-97
Closed -$6K – 843
2019
Q3 		$6K Buy
+97
New +$5.64K ﹤0.01% 771
2018
Q2 		– Sell
-500
Closed -$33K – 776
2018
Q1 		$33K Hold
500
– – ﹤0.01% 527
2017
Q4 		$36K Sell
500
-300
-38% -$18.5K ﹤0.01% 496
2017
Q3 		$48K Hold
800
– – ﹤0.01% 446
2017
Q2 		$52K Sell
800
-260
-25% -$17.2K 0.01% 446
2017
Q1 		$72K Buy
1,060
+260
+33% +$17.2K 0.01% 402
2016
Q4 		$51K Hold
800
– – 0.01% 441
2016
Q3 		$53K Hold
800
– – 0.01% 425
2016
Q2 		$62K Hold
800
– – 0.01% 414
2016
Q1 		$59K Hold
800
– – 0.01% 418
2015
Q4 		$56K Hold
800
– – 0.01% 412
2015
Q3 		$58K Hold
800
– – 0.01% 421
2015
Q2 		$64K Sell
800
-200
-20% -$16.4K 0.01% 428
2015
Q1 		$81K Hold
1,000
– – 0.01% 387
2014
Q4 		$76K Hold
1,000
– – 0.01% 359
2014
Q3 		$73K Buy
1,000
+200
+25% +$14.6K 0.01% 367
2014
Q2 		$58K Hold
800
– – 0.01% 399
2014
Q1 		$55K Hold
800
– – 0.01% 356
2013
Q4 		$51K Hold
800
– – 0.01% 375
2013
Q3 		$46K Hold
800
– – 0.01% 370
2013
Q2 		$48K Buy
+800
New +$50K 0.01% 353

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sandy Spring Bank's DVA Position: Q1 2025 in Review

Sandy Spring Bank held its DaVita (DVA) position steady in Q1 2025 at 684 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Sandy Spring Bank first reported a position in DVA in Q2 2013 and has held it in 26 quarters since. The position peaked at $112K in Q3 2024. 596 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

  • Sandy Spring Bank held 684 shares of DaVita worth $105K as of Q1 2025.
  • Sandy Spring Bank left its DaVita share count unchanged in Q1 2025.
  • DaVita made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #440 holding.
  • Sandy Spring Bank first reported a position in DaVita in Q2 2013 and has held it in 26 quarters since.
  • Sandy Spring Bank's DaVita position peaked at $112K in Q3 2024.
  • 596 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.