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Davis Selected Advisers’s Invitation Homes INVH Stock Holding History

Davis Selected Advisers’s Portfolio INVH Stock Details INVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-148,580
Closed -$4.4M – 136
2019
Q3 		$4.4M Buy
148,580
+4,150
+3% +$117K 0.02% 109
2019
Q2 		$3.86M Buy
144,430
+1,460
+1% +$37.2K 0.02% 112
2019
Q1 		$3.48M Hold
142,970
– – 0.02% 114
2018
Q4 		$2.87M Sell
142,970
-115,204
-45% -$2.47M 0.02% 117
2018
Q3 		$5.92M Buy
258,174
+132,481
+105% +$3.08M 0.03% 112
2018
Q2 		$2.9M Buy
125,693
+6,352
+5% +$144K 0.01% 120
2018
Q1 		$2.73M Sell
119,341
-25
-0% -$555 0.01% 127
2017
Q4 		$2.81M Buy
+119,366
New +$2.76M 0.01% 123

Other funds holding INVH

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Davis Selected Advisers's INVH Position: Q4 2019 in Review

Davis Selected Advisers sold out of Invitation Homes (INVH) in Q4 2019, closing a stake of 148,580 shares — an estimated $4.4M sold.

Davis Selected Advisers first reported a position in INVH in Q4 2017 and held it in 8 quarters. The position peaked at $5.92M in Q3 2018. 371 funds tracked by Wall St. Rank hold INVH as of Q4 2019.

  • Davis Selected Advisers reported no remaining Invitation Homes position as of Q4 2019 after selling out during the quarter.
  • Davis Selected Advisers sold 148,580 Invitation Homes shares in Q4 2019, an estimated $4.4M.
  • Davis Selected Advisers first reported a position in Invitation Homes in Q4 2017 and held it in 8 quarters.
  • Davis Selected Advisers's Invitation Homes position peaked at $5.92M in Q3 2018.
  • 371 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2019.

Based on Davis Selected Advisers's 13F filing for Q4 2019, filed 13 Feb 2020.