DaVita shares owned by Summit Trail Advisors
Historical chart of Summit Trail Advisors investment in DaVita
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All positions including DaVita held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in DaVita by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 38k | 132.87 |
| 2025-06-30 | $2.5M | 18k | 142.45 |
| 2025-03-31 | $3.8M | 25k | 152.97 |
| 2024-12-31 | $3.8M | 25k | 149.55 |
| 2024-09-30 | $3.8M | 23k | 163.93 |
| 2024-06-30 | $3.2M | 23k | 138.57 |
| 2024-03-31 | $3.2M | 23k | 138.05 |
| 2023-12-31 | $2.9M | 28k | 104.76 |
| 2023-09-30 | $2.6M | 28k | 94.53 |
| 2023-06-30 | $2.8M | 28k | 100.47 |
| 2023-03-31 | $2.2M | 27k | 81.11 |
| 2022-12-31 | $2.0M | 27k | 74.67 |
| 2022-09-30 | $2.2M | 27k | 82.78 |
| 2022-06-30 | $2.1M | 27k | 79.94 |
| 2022-03-31 | $2.9M | 26k | 113.12 |
| 2021-12-31 | $3.0M | 26k | 113.77 |
| 2021-09-30 | $3.0M | 26k | 116.27 |
| 2021-06-30 | $2.6M | 21k | 120.42 |
| 2021-03-31 | $2.3M | 21k | 107.79 |
| 2020-12-31 | $2.5M | 21k | 117.42 |
| 2020-09-30 | $406k | 3.8k | 105.81 |
| 2020-06-30 | $1.6M | 20k | 79.16 |
| 2020-03-31 | $1.5M | 20k | 76.08 |
| 2019-12-31 | $223k | 3.0k | 75.08 |
| 2019-09-30 | $376k | 6.6k | 57.01 |
| 2019-06-30 | $204k | 3.6k | 56.35 |
| 2018-06-30 | $521k | 7.5k | 69.39 |
| 2018-03-31 | $23k | 23k | 1.00 |
| 2017-12-31 | $32k | 413 | 77.48 |