Sierra Ocean’s DaVita DVA Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-60	Closed	-$8.55K	–	304
2025 Q2	$8.55K	Hold	60	–	–	0.01%	480
2025 Q1	$9.18K	Hold	60	–	–	0.01%	457
2024 Q4	$8.97K	Buy	+60	New	+$9.41K	0.01%	450

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

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Sierra Ocean's DVA Position: Q3 2025 in Review

Sierra Ocean sold out of DaVita (DVA) in Q3 2025, closing a stake of 60 shares — an estimated $8.55K sold.

Sierra Ocean first reported a position in DVA in Q4 2024 and held it in 3 quarters. The position peaked at $9.18K in Q1 2025. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

Sierra Ocean reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 60 DaVita shares in Q3 2025, an estimated $8.55K.
Sierra Ocean first reported a position in DaVita in Q4 2024 and held it in 3 quarters.
Sierra Ocean's DaVita position peaked at $9.18K in Q1 2025.
562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.