M&R Capital Management’s DaVita DVA Stock Holding History

M&R Capital Management’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 Q4	–	Sell	-1,050	Closed	-$89K	–	434
2020 Q3	$89K	Hold	1,050	–	–	0.02%	202
2020 Q2	$83K	Hold	1,050	–	–	0.02%	204
2020 Q1	$79K	Hold	1,050	–	–	0.02%	201
2019 Q4	$77K	Hold	1,050	–	–	0.02%	227
2019 Q3	$59K	Hold	1,050	–	–	0.01%	258
2019 Q2	$59K	Hold	1,050	–	–	0.01%	255
2019 Q1	$58K	Hold	1,050	–	–	0.01%	259
2018 Q4	$54K	Hold	1,050	–	–	0.01%	255
2018 Q3	$75K	Hold	1,050	–	–	0.02%	248
2018 Q2	$72K	Hold	1,050	–	–	0.02%	253
2018 Q1	$69K	Hold	1,050	–	–	0.02%	264
2017 Q4	$75K	Hold	1,050	–	–	0.02%	262
2017 Q3	$62K	Hold	1,050	–	–	0.02%	277
2017 Q2	$59K	Hold	1,050	–	–	0.01%	283
2017 Q1	$71K	Hold	1,050	–	–	0.02%	266
2016 Q4	$67K	Hold	1,050	–	–	0.02%	258
2016 Q3	$69K	Hold	1,050	–	–	0.02%	250
2016 Q2	$81K	Buy	+1,050	New	+$79.4K	0.02%	233

Other funds holding DVA

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return