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 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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

M&R Capital Management's DVA Position: Q4 2020 in Review

M&R Capital Management sold out of DaVita (DVA) in Q4 2020, closing a stake of 1,050 shares — an estimated $89K sold.

M&R Capital Management first reported a position in DVA in Q2 2016 and held it in 18 quarters. The position peaked at $89K in Q3 2020. 525 funds tracked by Wall St. Rank hold DVA as of Q4 2020.

M&R Capital Management reported no remaining DaVita position as of Q4 2020 after selling out during the quarter.
M&R Capital Management sold 1,050 DaVita shares in Q4 2020, an estimated $89K.
M&R Capital Management first reported a position in DaVita in Q2 2016 and held it in 18 quarters.
M&R Capital Management's DaVita position peaked at $89K in Q3 2020.
525 funds tracked by Wall St. Rank held DaVita as of Q4 2020.

Based on M&R Capital Management's 13F filing for Q4 2020, filed 5 Jan 2021.