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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 – 542
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return