Hancock Whitney’s DaVita DVA Stock Holding History

Hancock Whitney’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
2017 Q4	–	Sell	-13,061	Closed	-$776K	–	589
2017 Q3	$776K	Hold	13,061	–	–	0.03%	387
2017 Q2	$846K	Buy	+13,061	New	+$865K	0.04%	371
2015 Q4	–	Sell	-8,838	Closed	-$639K	–	535
2015 Q3	$639K	Buy	+8,838	New	+$685K	0.03%	395
2014 Q4	–	Sell	-8,756	Closed	-$640K	–	516
2014 Q3	$640K	Buy	8,756 +450	+5%	+$32.9K	0.02%	326
2014 Q2	$601K	Sell	8,306 -504	-6%	-$35K	0.02%	335
2014 Q1	$606K	Buy	+8,810	New	+$585K	0.02%	325
2013 Q4	–	Sell	-39,146	Closed	-$2.23M	–	513
2013 Q3	$2.23M	Sell	39,146 -159,950	-80%	-$9.16M	0.1%	217
2013 Q2	$12M	Buy	+199,096	New	+$12.4M	0.6%	60

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 $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hancock Whitney's DVA Position: Q4 2017 in Review

Hancock Whitney sold out of DaVita (DVA) in Q4 2017, closing a stake of 13,061 shares — an estimated $776K sold.

Hancock Whitney first reported a position in DVA in Q2 2013 and held it in 8 quarters. The position peaked at $12M in Q2 2013. 479 funds tracked by Wall St. Rank hold DVA as of Q4 2017.

Hancock Whitney reported no remaining DaVita position as of Q4 2017 after selling out during the quarter.
Hancock Whitney sold 13,061 DaVita shares in Q4 2017, an estimated $776K.
Hancock Whitney first reported a position in DaVita in Q2 2013 and held it in 8 quarters.
Hancock Whitney's DaVita position peaked at $12M in Q2 2013.
479 funds tracked by Wall St. Rank held DaVita as of Q4 2017.

Based on Hancock Whitney's 13F filing for Q4 2017, filed 12 Feb 2018.