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Trust Company of Vermont’s DaVita DVA Stock Holding History

Trust Company of Vermont’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
Q1 		– Sell
-3
Closed -$314 – 858
2023
Q4 		$314 Buy
+3
New +$277 ﹤0.01% 744
2019
Q1 		– Sell
-40
Closed -$2K – 985
2018
Q4 		$2K Sell
40
-40
-50% -$2.56K ﹤0.01% 924
2018
Q3 		$6K Hold
80
– – ﹤0.01% 889
2018
Q2 		$6K Buy
+80
New +$5.34K ﹤0.01% 913

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Trust Company of Vermont's DVA Position: Q1 2024 in Review

Trust Company of Vermont sold out of DaVita (DVA) in Q1 2024, closing a stake of 3 shares — an estimated $314 sold.

Trust Company of Vermont first reported a position in DVA in Q2 2018 and held it in 4 quarters. The position peaked at $6K in Q3 2018. 545 funds tracked by Wall St. Rank hold DVA as of Q1 2024.

  • Trust Company of Vermont reported no remaining DaVita position as of Q1 2024 after selling out during the quarter.
  • Trust Company of Vermont sold 3 DaVita shares in Q1 2024, an estimated $314.
  • Trust Company of Vermont first reported a position in DaVita in Q2 2018 and held it in 4 quarters.
  • Trust Company of Vermont's DaVita position peaked at $6K in Q3 2018.
  • 545 funds tracked by Wall St. Rank held DaVita as of Q1 2024.

Based on Trust Company of Vermont's 13F filing for Q1 2024, filed 3 May 2024.