ZIM
DVA icon

Zacks Investment Management’s DaVita DVA Stock Holding History

Zacks Investment 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
2023
Q4 		– Sell
-52,451
Closed -$4.96M – 633
2023
Q3 		$4.96M Buy
+52,451
New +$5.35M 0.06% 184
2021
Q4 		– Sell
-38,698
Closed -$4.5M – 634
2021
Q3 		$4.5M Buy
38,698
+984
+3% +$123K 0.07% 193
2021
Q2 		$4.54M Buy
37,714
+745
+2% +$88.2K 0.07% 190
2021
Q1 		$3.98M Sell
36,969
-5,059
-12% -$562K 0.07% 191
2020
Q4 		$4.93M Buy
42,028
+1,503
+4% +$153K 0.09% 164
2020
Q3 		$3.47M Sell
40,525
-265
-0.6% -$22.6K 0.07% 168
2020
Q2 		$3.23M Buy
40,790
+1,197
+3% +$93.5K 0.07% 164
2020
Q1 		$3.01M Buy
39,593
+35
+0.1% +$2.75K 0.07% 155
2019
Q4 		$2.97M Sell
39,558
-1,662
-4% -$110K 0.06% 205
2019
Q3 		$2.35M Buy
+41,220
New +$2.39M 0.05% 227
2015
Q4 		– Sell
-5,464
Closed -$395K – 585
2015
Q3 		$395K Buy
+5,464
New +$424K 0.01% 460

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Zacks Investment Management's DVA Position: Q4 2023 in Review

Zacks Investment Management sold out of DaVita (DVA) in Q4 2023, closing a stake of 52,451 shares — an estimated $4.96M sold.

Zacks Investment Management first reported a position in DVA in Q3 2015 and held it in 11 quarters. The position peaked at $4.96M in Q3 2023. 536 funds tracked by Wall St. Rank hold DVA as of Q4 2023.

  • Zacks Investment Management reported no remaining DaVita position as of Q4 2023 after selling out during the quarter.
  • Zacks Investment Management sold 52,451 DaVita shares in Q4 2023, an estimated $4.96M.
  • Zacks Investment Management first reported a position in DaVita in Q3 2015 and held it in 11 quarters.
  • Zacks Investment Management's DaVita position peaked at $4.96M in Q3 2023.
  • 536 funds tracked by Wall St. Rank held DaVita as of Q4 2023.

Based on Zacks Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.