Veritable’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,170
| Closed | -$218K | – | 232 |
|
|
2023
Q2 | $218K | Sell |
2,170
-856
| -28% | -$79.4K | ﹤0.01% | 816 |
|
|
2023
Q1 | $245K | Buy |
3,026
+133
| +5% | +$10.7K | ﹤0.01% | 761 |
|
|
2022
Q4 | $216K | Sell |
2,893
-271
| -9% | -$21K | ﹤0.01% | 783 |
|
|
2022
Q3 | $262K | Buy |
3,164
+23
| +0.7% | +$2.02K | 0.01% | 668 |
|
|
2022
Q2 | $251K | Buy |
3,141
+21
| +0.7% | +$2.13K | ﹤0.01% | 736 |
|
|
2022
Q1 | $353K | Buy |
3,120
+81
| +3% | +$9.09K | 0.01% | 659 |
|
|
2021
Q4 | $346K | Sell |
3,039
-63
| -2% | -$6.77K | 0.01% | 675 |
|
|
2021
Q3 | $361K | Buy |
3,102
+178
| +6% | +$22.3K | 0.01% | 632 |
|
|
2021
Q2 | $352K | Buy |
2,924
+117
| +4% | +$13.8K | 0.01% | 636 |
|
|
2021
Q1 | $303K | Sell |
2,807
-103
| -4% | -$11.4K | 0.01% | 656 |
|
|
2020
Q4 | $342K | Sell |
2,910
-147
| -5% | -$15K | 0.01% | 592 |
|
|
2020
Q3 | $262K | Sell |
3,057
-42
| -1% | -$3.59K | 0.01% | 612 |
|
|
2020
Q2 | $245K | Sell |
3,099
-4
| -0.1% | -$312 | 0.01% | 651 |
|
|
2020
Q1 | $236K | Buy |
3,103
+158
| +5% | +$12.4K | 0.01% | 630 |
|
|
2019
Q4 | $221K | Buy |
+2,945
| New | +$195K | ﹤0.01% | 761 |
|
|
2018
Q4 | – | Sell |
-2,813
| Closed | -$201K | – | 789 |
|
|
2018
Q3 | $201K | Sell |
2,813
-100
| -3% | -$7.07K | ﹤0.01% | 785 |
|
|
2018
Q2 | $202K | Buy |
+2,913
| New | +$195K | ﹤0.01% | 761 |
|
|
2018
Q1 | – | Sell |
-2,868
| Closed | -$207K | – | 807 |
|
|
2017
Q4 | $207K | Sell |
2,868
-1,703
| -37% | -$105K | ﹤0.01% | 758 |
|
|
2017
Q3 | $271K | Sell |
4,571
-217
| -5% | -$13.1K | 0.01% | 636 |
|
|
2017
Q2 | $310K | Sell |
4,788
-139
| -3% | -$9.2K | 0.01% | 617 |
|
|
2017
Q1 | $335K | Buy |
4,927
+88
| +2% | +$5.83K | 0.01% | 577 |
|
|
2016
Q4 | $311K | Buy |
4,839
+622
| +15% | +$38.7K | 0.01% | 585 |
|
|
2016
Q3 | $279K | Buy |
4,217
+37
| +0.9% | +$2.6K | 0.01% | 606 |
|
|
2016
Q2 | $323K | Buy |
4,180
+718
| +21% | +$54.3K | 0.01% | 558 |
|
|
2016
Q1 | $254K | Sell |
3,462
-235
| -6% | -$15.9K | 0.01% | 605 |
|
|
2015
Q4 | $258K | Sell |
3,697
-75
| -2% | -$5.49K | 0.01% | 628 |
|
|
2015
Q3 | $273K | Buy |
3,772
+119
| +3% | +$9.23K | 0.01% | 597 |
|
|
2015
Q2 | $290K | Sell |
3,653
-941
| -20% | -$77.3K | 0.01% | 608 |
|
|
2015
Q1 | $373K | Sell |
4,594
-320
| -7% | -$24.6K | 0.01% | 691 |
|
|
2014
Q4 | $372K | Buy |
4,914
+340
| +7% | +$25.6K | 0.01% | 691 |
|
|
2014
Q3 | $335K | Buy |
4,574
+54
| +1% | +$3.95K | 0.01% | 737 |
|
|
2014
Q2 | $327K | Sell |
4,520
-125
| -3% | -$8.69K | 0.01% | 734 |
|
|
2014
Q1 | $320K | Sell |
4,645
-253
| -5% | -$16.8K | 0.01% | 710 |
|
|
2013
Q4 | $310K | Sell |
4,898
-3,430
| -41% | -$201K | 0.01% | 705 |
|
|
2013
Q3 | $474K | Buy |
8,328
+430
| +5% | +$24.6K | 0.01% | 594 |
|
|
2013
Q2 | $477K | Buy |
+7,898
| New | +$493K | 0.01% | 588 |
|
Other funds holding DVA
Veritable's DVA Position: Q3 2023 in Review
Veritable sold out of DaVita (DVA) in Q3 2023, closing a stake of 2,170 shares — an estimated $218K sold.
Veritable first reported a position in DVA in Q2 2013 and held it in 36 quarters. The position peaked at $477K in Q2 2013. 503 funds tracked by Wall St. Rank hold DVA as of Q3 2023.
- Veritable reported no remaining DaVita position as of Q3 2023 after selling out during the quarter.
- Veritable sold 2,170 DaVita shares in Q3 2023, an estimated $218K.
- Veritable first reported a position in DaVita in Q2 2013 and held it in 36 quarters.
- Veritable's DaVita position peaked at $477K in Q2 2013.
- 503 funds tracked by Wall St. Rank held DaVita as of Q3 2023.
Based on Veritable's 13F filing for Q3 2023.