FMT
DVA icon

First Mercantile Trust’s DaVita DVA Stock Holding History

First Mercantile Trust’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
2021
Q3 		$53K Sell
453
-25
-5% -$3.13K 0.01% 769
2021
Q2 		$58K Sell
478
-2,073
-81% -$245K 0.01% 783
2021
Q1 		$275K Sell
2,551
-2,497
-49% -$277K 0.03% 323
2020
Q4 		$592K Buy
5,048
+2,028
+67% +$207K 0.07% 160
2020
Q3 		$309K Buy
+3,020
New +$258K 0.04% 262
2019
Q2 		– Sell
-1,240
Closed -$67K – 860
2019
Q1 		$67K Buy
1,240
+900
+265% +$49.8K 0.02% 738
2018
Q4 		$17K Buy
340
+130
+62% +$8.33K ﹤0.01% 866
2018
Q3 		$15K Sell
210
-30
-13% -$2.12K ﹤0.01% 869
2018
Q2 		$17K Buy
+240
New +$16K ﹤0.01% 891
2013
Q3 		– Sell
-614
Closed -$37K – 1170
2013
Q2 		$37K Buy
+614
New +$38.3K ﹤0.01% 1016

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
GCM
Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return