KWILP
DVA icon

Kiwi Wealth Investments Limited Partnership’s DaVita DVA Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q4 		– Sell
-31,136
Closed -$3.62M – 250
2021
Q3 		$3.62M Hold
31,136
– – 0.18% 144
2021
Q2 		$3.75M Hold
31,136
– – 0.19% 134
2021
Q1 		$3.36M Hold
31,136
– – 0.19% 123
2020
Q4 		$3.65M Sell
31,136
-5,207
-14% -$530K 0.22% 139
2020
Q3 		$3.11M Hold
36,343
– – 0.22% 132
2020
Q2 		$2.88M Buy
+36,343
New +$2.84M 0.23% 116

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Kiwi Wealth Investments Limited Partnership's DVA Position: Q4 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of DaVita (DVA) in Q4 2021, closing a stake of 31,136 shares — an estimated $3.62M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in DVA in Q2 2020 and held it in 6 quarters. The position peaked at $3.75M in Q2 2021. 493 funds tracked by Wall St. Rank hold DVA as of Q4 2021.

  • Kiwi Wealth Investments Limited Partnership reported no remaining DaVita position as of Q4 2021 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 31,136 DaVita shares in Q4 2021, an estimated $3.62M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in DaVita in Q2 2020 and held it in 6 quarters.
  • Kiwi Wealth Investments Limited Partnership's DaVita position peaked at $3.75M in Q2 2021.
  • 493 funds tracked by Wall St. Rank held DaVita as of Q4 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2021, filed 15 Feb 2022.