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Sierra Capital’s DaVita DVA Stock Holding History

Sierra Capital’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
Q1 		– Sell
-586
Closed -$44K – 292
2022
Q4 		$44K Hold
586
– – 0.01% 263
2022
Q3 		$49K Hold
586
– – 0.01% 261
2022
Q2 		$47K Hold
586
– – 0.01% 328
2022
Q1 		$66K Hold
586
– – 0.01% 323
2021
Q4 		$67K Hold
586
– – 0.01% 322
2021
Q3 		$68K Hold
586
– – 0.01% 291
2021
Q2 		$71K Hold
586
– – 0.01% 271
2021
Q1 		$63K Buy
+586
New +$65.1K 0.01% 265

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sierra Capital's DVA Position: Q1 2023 in Review

Sierra Capital sold out of DaVita (DVA) in Q1 2023, closing a stake of 586 shares — an estimated $44K sold.

Sierra Capital first reported a position in DVA in Q1 2021 and held it in 8 quarters. The position peaked at $71K in Q2 2021. 439 funds tracked by Wall St. Rank hold DVA as of Q1 2023.

  • Sierra Capital reported no remaining DaVita position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 586 DaVita shares in Q1 2023, an estimated $44K.
  • Sierra Capital first reported a position in DaVita in Q1 2021 and held it in 8 quarters.
  • Sierra Capital's DaVita position peaked at $71K in Q2 2021.
  • 439 funds tracked by Wall St. Rank held DaVita as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.