Citizens Financial Group’s DaVita DVA Stock Holding History

Citizens Financial 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
2020 Q3	–	Sell	-96	Closed	-$8K	–	424
2020 Q2	$8K	Hold	96	–	–	﹤0.01%	801
2020 Q1	$7K	Hold	96	–	–	﹤0.01%	809
2019 Q4	$7K	Buy	+96	New	+$6.37K	﹤0.01%	809
2019 Q2	–	Sell	-43	Closed	-$2K	–	821
2019 Q1	$2K	Buy	+43	New	+$2.38K	﹤0.01%	676
2018 Q2	–	Sell	-110	Closed	-$7K	–	511
2018 Q1	$7K	Sell	110 -110	-50%	-$8.08K	﹤0.01%	393
2017 Q4	$16K	Sell	220 -220	-50%	-$13.5K	﹤0.01%	393
2017 Q3	$26K	Sell	440 -507	-54%	-$30.5K	﹤0.01%	367
2017 Q2	$61K	Sell	947 -200	-17%	-$13.2K	0.01%	316
2017 Q1	$78K	Sell	1,147 -675	-37%	-$44.7K	0.01%	311
2016 Q4	$117K	Sell	1,822 -1,700	-48%	-$106K	0.01%	276
2016 Q3	$233K	Sell	3,522 -430	-11%	-$30.3K	0.02%	218
2016 Q2	$305K	Sell	3,952 -4,487	-53%	-$339K	0.03%	200
2016 Q1	$620K	Sell	8,439 -86,268	-91%	-$5.83M	0.06%	151
2015 Q4	$6.67M	Buy	+94,707	New	+$6.94M	0.63%	64

Other funds holding DVA

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return