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Calvert Investment Management’s DaVita DVA Stock Holding History

Calvert 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
2017
Q1 		– Sell
-10,637
Closed -$683K – 182
2016
Q4 		$683K Sell
10,637
-160
-1% -$9.96K 0.03% 477
2016
Q3 		$713K Buy
10,797
+497
+5% +$35K 0.03% 460
2016
Q2 		$796K Buy
10,300
+57
+0.6% +$4.31K 0.03% 394
2016
Q1 		$752K Buy
10,243
+685
+7% +$46.3K 0.03% 380
2015
Q4 		$666K Buy
+9,558
New +$700K 0.03% 386
2015
Q2 		– Sell
-7,564
Closed -$615K – 645
2015
Q1 		$615K Buy
7,564
+749
+11% +$57.5K 0.04% 304
2014
Q4 		$516K Buy
6,815
+509
+8% +$38.3K 0.04% 328
2014
Q3 		$461K Buy
+6,306
New +$462K 0.03% 337
2013
Q4 		– Sell
-44,826
Closed -$2.55M – 350
2013
Q3 		$2.55M Buy
44,826
+12
+0% +$687 0.32% 112
2013
Q2 		$2.71M Buy
+44,814
New +$2.8M 0.37% 105

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Calvert Investment Management's DVA Position: Q1 2017 in Review

Calvert Investment Management sold out of DaVita (DVA) in Q1 2017, closing a stake of 10,637 shares — an estimated $683K sold.

Calvert Investment Management first reported a position in DVA in Q2 2013 and held it in 10 quarters. The position peaked at $2.71M in Q2 2013. 482 funds tracked by Wall St. Rank hold DVA as of Q1 2017.

  • Calvert Investment Management reported no remaining DaVita position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 10,637 DaVita shares in Q1 2017, an estimated $683K.
  • Calvert Investment Management first reported a position in DaVita in Q2 2013 and held it in 10 quarters.
  • Calvert Investment Management's DaVita position peaked at $2.71M in Q2 2013.
  • 482 funds tracked by Wall St. Rank held DaVita as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.