Sugarloaf Wealth Management’s DaVita DVA Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$8.08K	Hold	54	–	–	﹤0.01%	526
2024 Q3	$8.85K	Hold	54	–	–	﹤0.01%	516
2024 Q2	$7.48K	Hold	54	–	–	﹤0.01%	506
2024 Q1	$7.46K	Hold	54	–	–	﹤0.01%	512
2023 Q4	$5.66K	Hold	54	–	–	﹤0.01%	538
2023 Q3	$5.11K	Hold	54	–	–	﹤0.01%	535
2023 Q2	$5.42K	Hold	54	–	–	﹤0.01%	540
2023 Q1	$4.38K	Hold	54	–	–	﹤0.01%	555
2022 Q4	$4.03K	Hold	54	–	–	﹤0.01%	605
2022 Q3	$5K	Hold	54	–	–	﹤0.01%	610
2022 Q2	$4K	Hold	54	–	–	﹤0.01%	627
2022 Q1	$6K	Hold	54	–	–	﹤0.01%	544
2021 Q4	$6K	Hold	54	–	–	﹤0.01%	568
2021 Q3	$6K	Hold	54	–	–	﹤0.01%	585
2021 Q2	$7K	Hold	54	–	–	﹤0.01%	554
2021 Q1	$6	Hold	54	–	–	﹤0.01%	567
2020 Q4	$6K	Hold	54	–	–	﹤0.01%	523
2020 Q3	$5K	Hold	54	–	–	﹤0.01%	514
2020 Q2	$4K	Hold	54	–	–	﹤0.01%	543
2020 Q1	$4K	Hold	54	–	–	﹤0.01%	534
2019 Q4	$4K	Buy	+54	New	+$3.58K	﹤0.01%	566

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sugarloaf Wealth Management's DVA Position: Q4 2024 in Review

Sugarloaf Wealth Management held its DaVita (DVA) position steady in Q4 2024 at 54 shares worth $8.08K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Sugarloaf Wealth Management first reported a position in DVA in Q4 2019 and has held it in 21 quarters since. The position peaked at $8.85K in Q3 2024. 595 funds tracked by Wall St. Rank hold DVA as of Q4 2024.

Sugarloaf Wealth Management held 54 shares of DaVita worth $8.08K as of Q4 2024.
Sugarloaf Wealth Management left its DaVita share count unchanged in Q4 2024.
DaVita made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #526 holding.
Sugarloaf Wealth Management first reported a position in DaVita in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's DaVita position peaked at $8.85K in Q3 2024.
595 funds tracked by Wall St. Rank held DaVita as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.