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Steward Financial Group’s DaVita DVA Stock Holding History

Steward Financial Group’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
Q3 		$8K Buy
+85
New +$8.67K ﹤0.01% 437
2023
Q2 		– Sell
-47
Closed -$3K – 606
2023
Q1 		$3K Buy
47
+16
+52% +$1.28K ﹤0.01% 403
2022
Q4 		$2K Buy
+31
New +$2.41K ﹤0.01% 316

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 $3.37T AUM 44.26% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Steward Financial Group's DVA Position: Q3 2023 in Review

Steward Financial Group opened a new position in DaVita (DVA) in Q3 2023: 85 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in DVA as recently as Q1 2023.

Steward Financial Group first reported a position in DVA in Q4 2022 and has held it in 3 quarters since. 503 funds tracked by Wall St. Rank hold DVA as of Q3 2023.

  • Steward Financial Group held 85 shares of DaVita worth $8K as of Q3 2023.
  • DaVita was a new Steward Financial Group position in Q3 2023.
  • DaVita made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #437 holding.
  • Steward Financial Group first reported a position in DaVita in Q4 2022 and has held it in 3 quarters since.
  • 503 funds tracked by Wall St. Rank held DaVita as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.