Sherbrooke Park Advisers’s DaVita DVA Stock Holding History

Sherbrooke Park Advisers’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
2023 Q4	–	Sell	-5,608	Closed	-$530K	–	525
2023 Q3	$530K	Buy	+5,608	New	+$572K	0.17%	226

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Sherbrooke Park Advisers's DVA Position: Q4 2023 in Review

Sherbrooke Park Advisers sold out of DaVita (DVA) in Q4 2023, closing a stake of 5,608 shares — an estimated $530K sold.

Sherbrooke Park Advisers first reported a position in DVA in Q3 2023 and held it in 1 quarter. The position peaked at $530K in Q3 2023. 535 funds tracked by Wall St. Rank hold DVA as of Q4 2023.

Sherbrooke Park Advisers reported no remaining DaVita position as of Q4 2023 after selling out during the quarter.
Sherbrooke Park Advisers sold 5,608 DaVita shares in Q4 2023, an estimated $530K.
Sherbrooke Park Advisers first reported a position in DaVita in Q3 2023 and held it in 1 quarter.
Sherbrooke Park Advisers's DaVita position peaked at $530K in Q3 2023.
535 funds tracked by Wall St. Rank held DaVita as of Q4 2023.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2023, filed 14 Feb 2024.