Guardian Life Insurance’s DaVita DVA Stock Holding History

Guardian Life Insurance’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 Q1	–	Sell	-265	Closed	-$20K	–	137
2019 Q4	$20K	Sell	265 -19	-7%	-$1.26K	﹤0.01%	484
2019 Q3	$16K	Sell	284 -83	-23%	-$4.82K	﹤0.01%	499
2019 Q2	$21K	Buy	367 +11	+3%	+$570	﹤0.01%	484
2019 Q1	$19K	Hold	356	–	–	﹤0.01%	494
2018 Q4	$18K	Hold	356	–	–	﹤0.01%	482
2018 Q3	$26K	Sell	356 -30	-8%	-$2.12K	﹤0.01%	457
2018 Q2	$27K	Buy	386 +38	+11%	+$2.54K	﹤0.01%	440
2018 Q1	$23K	Sell	348 -147	-30%	-$10.8K	﹤0.01%	431
2017 Q4	$36K	Buy	495 +146	+42%	+$8.98K	0.01%	419
2017 Q3	$21K	Hold	349	–	–	﹤0.01%	443
2017 Q2	$23K	Sell	349 -257	-42%	-$17K	﹤0.01%	407
2017 Q1	$41K	Hold	606	–	–	0.01%	402
2016 Q4	$39K	Sell	606 -11	-2%	-$685	0.01%	409
2016 Q3	$41K	Hold	617	–	–	﹤0.01%	420
2016 Q2	$48K	Hold	617	–	–	﹤0.01%	388
2016 Q1	$45K	Sell	617 -175	-22%	-$11.8K	﹤0.01%	395
2015 Q4	$55K	Sell	792 -210	-21%	-$15.4K	0.01%	398
2015 Q3	$72K	Buy	1,002 +256	+34%	+$19.9K	0.01%	376
2015 Q2	$59K	Hold	746	–	–	0.01%	377
2015 Q1	$61K	Sell	746 -232	-24%	-$17.8K	0.01%	384
2014 Q4	$74K	Hold	978	–	–	0.01%	391
2014 Q3	$72K	Sell	978 -18	-2%	-$1.32K	0.01%	383
2014 Q2	$72K	Hold	996	–	–	0.01%	384
2014 Q1	$69K	Hold	996	–	–	0.01%	401
2013 Q4	$63K	Sell	996 -1,059	-52%	-$62.1K	0.01%	412
2013 Q3	$117K	Buy	2,055 +21	+1%	+$1.2K	0.01%	422
2013 Q2	$123K	Buy	+2,034	New	+$127K	0.01%	398

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guardian Life Insurance's DVA Position: Q1 2020 in Review

Guardian Life Insurance sold out of DaVita (DVA) in Q1 2020, closing a stake of 265 shares — an estimated $20K sold.

Guardian Life Insurance first reported a position in DVA in Q2 2013 and held it in 27 quarters. The position peaked at $123K in Q2 2013. 483 funds tracked by Wall St. Rank hold DVA as of Q1 2020.

Guardian Life Insurance reported no remaining DaVita position as of Q1 2020 after selling out during the quarter.
Guardian Life Insurance sold 265 DaVita shares in Q1 2020, an estimated $20K.
Guardian Life Insurance first reported a position in DaVita in Q2 2013 and held it in 27 quarters.
Guardian Life Insurance's DaVita position peaked at $123K in Q2 2013.
483 funds tracked by Wall St. Rank held DaVita as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.