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Credential Securities’s DaVita DVA Stock Holding History

Credential Securities’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
2018
Q2 		$1.02M Sell
14,751
-2,277
-13% -$152K 0.23% 67
2018
Q1 		$1.12M Sell
17,028
-653
-4% -$48K 0.27% 64
2017
Q4 		$1.28M Buy
17,681
+471
+3% +$29K 0.31% 62
2017
Q3 		$1.02M Buy
17,210
+1,394
+9% +$83.9K 0.27% 73
2017
Q2 		$1.01M Buy
15,816
+3,581
+29% +$237K 0.31% 70
2017
Q1 		$832K Buy
12,235
+295
+2% +$19.5K 0.29% 75
2016
Q4 		$767K Sell
11,940
-2,886
-19% -$180K 0.31% 82
2016
Q3 		$979K Buy
14,826
+656
+5% +$46.2K 0.44% 63
2016
Q2 		$1.1M Buy
14,170
+2,551
+22% +$193K 0.57% 49
2016
Q1 		$852K Buy
11,619
+4,663
+67% +$315K 0.49% 58
2015
Q4 		$485K Buy
6,956
+367
+6% +$26.9K 0.32% 101
2015
Q3 		$476K Buy
6,589
+479
+8% +$37.1K 0.33% 95
2015
Q2 		$485K Buy
6,110
+672
+12% +$55.2K 0.31% 102
2015
Q1 		$442K Buy
5,438
+461
+9% +$35.4K 0.29% 99
2014
Q4 		$377K Buy
4,977
+599
+14% +$45.1K 0.24% 106
2014
Q3 		$322K Buy
4,378
+294
+7% +$21.5K 0.22% 115
2014
Q2 		$295K Buy
4,084
+595
+17% +$41.4K 0.2% 119
2014
Q1 		$240K Buy
+3,489
New +$232K 0.18% 122

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Credential Securities's DVA Position: Q2 2018 in Review

Credential Securities reduced its DaVita (DVA) stake by 13% in Q2 2018, selling an estimated $152K and leaving 14,751 shares worth $1.02M. The position accounts for 0.23% of the portfolio, ranked #67.

Credential Securities first reported a position in DVA in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.28M in Q4 2017. 480 funds tracked by Wall St. Rank hold DVA as of Q2 2018.

  • Credential Securities held 14,751 shares of DaVita worth $1.02M as of Q2 2018.
  • Credential Securities sold 2,277 DaVita shares in Q2 2018, an estimated $152K.
  • DaVita made up 0.23% of Credential Securities's portfolio in Q2 2018, its #67 holding.
  • Credential Securities first reported a position in DaVita in Q1 2014 and has held it in 18 quarters since.
  • Credential Securities's DaVita position peaked at $1.28M in Q4 2017.
  • 480 funds tracked by Wall St. Rank held DaVita as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.