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Becker Capital Management’s DaVita DVA Stock Holding History

Becker Capital 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
2017
Q4 		– Sell
-556,905
Closed -$33.1M – 168
2017
Q3 		$33.1M Sell
556,905
-1,855
-0.3% -$112K 1.14% 44
2017
Q2 		$36.2M Sell
558,760
-32,450
-5% -$2.15M 1.3% 37
2017
Q1 		$40.2M Sell
591,210
-90,655
-13% -$6M 1.46% 29
2016
Q4 		$43.8M Buy
681,865
+126,205
+23% +$7.86M 1.62% 18
2016
Q3 		$36.7M Buy
555,660
+374,220
+206% +$26.3M 1.44% 28
2016
Q2 		$14M Buy
+181,440
New +$13.7M 0.57% 65

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 $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Becker Capital Management's DVA Position: Q4 2017 in Review

Becker Capital Management sold out of DaVita (DVA) in Q4 2017, closing a stake of 556,905 shares — an estimated $33.1M sold.

Becker Capital Management first reported a position in DVA in Q2 2016 and held it in 6 quarters. The position peaked at $43.8M in Q4 2016. 479 funds tracked by Wall St. Rank hold DVA as of Q4 2017.

  • Becker Capital Management reported no remaining DaVita position as of Q4 2017 after selling out during the quarter.
  • Becker Capital Management sold 556,905 DaVita shares in Q4 2017, an estimated $33.1M.
  • Becker Capital Management first reported a position in DaVita in Q2 2016 and held it in 6 quarters.
  • Becker Capital Management's DaVita position peaked at $43.8M in Q4 2016.
  • 479 funds tracked by Wall St. Rank held DaVita as of Q4 2017.

Based on Becker Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.