BIG
DVA icon

Bellwether Investment Group’s DaVita DVA Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-307
Closed -$21K – 215
2017
Q1 		$21K Sell
307
-2,233
-88% -$148K 0.06% 294
2016
Q4 		$163K Buy
+2,540
New +$158K 0.15% 160
2016
Q2 		$35K Buy
+452
New +$34.2K 0.04% 283

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bellwether Investment Group's DVA Position: Q2 2017 in Review

Bellwether Investment Group sold out of DaVita (DVA) in Q2 2017, closing a stake of 307 shares — an estimated $21K sold.

Bellwether Investment Group first reported a position in DVA in Q2 2016 and held it in 3 quarters. The position peaked at $163K in Q4 2016. 477 funds tracked by Wall St. Rank hold DVA as of Q2 2017.

  • Bellwether Investment Group reported no remaining DaVita position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 307 DaVita shares in Q2 2017, an estimated $21K.
  • Bellwether Investment Group first reported a position in DaVita in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's DaVita position peaked at $163K in Q4 2016.
  • 477 funds tracked by Wall St. Rank held DaVita as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.