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Midwest Investment Management’s DaVita DVA Stock Holding History

Midwest Investment 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
2017
Q3 		$3.22M Sell
54,279
-2,632
-5% -$158K 2.65% 12
2017
Q2 		$3.69M Buy
56,911
+315
+0.6% +$20.9K 3.11% 11
2017
Q1 		$3.85M Sell
56,596
-1,560
-3% -$103K 3.28% 10
2016
Q4 		$3.73M Buy
58,156
+11,161
+24% +$695K 3.21% 10
2016
Q3 		$3.1M Sell
46,995
-2,085
-4% -$147K 2.69% 13
2016
Q2 		$3.79M Sell
49,080
-1,895
-4% -$143K 3.09% 7
2016
Q1 		$3.74M Sell
50,975
-20
-0% -$1.35K 3.02% 7
2015
Q4 		$3.55M Buy
50,995
+510
+1% +$37.4K 3.02% 7
2015
Q3 		$3.65M Sell
50,485
-535
-1% -$41.5K 3.11% 5
2015
Q2 		$4.05M Sell
51,020
-220
-0.4% -$18.1K 3.12% 4
2015
Q1 		$4.16M Sell
51,240
-190
-0.4% -$14.6K 3.16% 5
2014
Q4 		$3.9M Sell
51,430
-140
-0.3% -$10.5K 2.83% 8
2014
Q3 		$3.77M Sell
51,570
-320
-0.6% -$23.4K 2.81% 8
2014
Q2 		$3.75M Buy
51,890
+310
+0.6% +$21.6K 2.74% 9
2014
Q1 		$3.55M Buy
51,580
+14,135
+38% +$939K 2.66% 8
2013
Q4 		$2.37M Buy
37,445
+3,015
+9% +$177K 1.77% 28
2013
Q3 		$1.96M Buy
34,430
+17,400
+102% +$997K 1.65% 32
2013
Q2 		$1.03M Buy
+17,030
New +$1.06M 1.04% 40

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Midwest Investment Management's DVA Position: Q3 2017 in Review

Midwest Investment Management reduced its DaVita (DVA) stake by 4.6% in Q3 2017, selling an estimated $158K and leaving 54,279 shares worth $3.22M. The position accounts for 2.65% of the portfolio, ranked #12.

Midwest Investment Management first reported a position in DVA in Q2 2013 and has held it in 18 quarters since. The position peaked at $4.16M in Q1 2015. 443 funds tracked by Wall St. Rank hold DVA as of Q3 2017.

  • Midwest Investment Management held 54,279 shares of DaVita worth $3.22M as of Q3 2017.
  • Midwest Investment Management sold 2,632 DaVita shares in Q3 2017, an estimated $158K.
  • DaVita made up 2.65% of Midwest Investment Management's portfolio in Q3 2017, its #12 holding.
  • Midwest Investment Management first reported a position in DaVita in Q2 2013 and has held it in 18 quarters since.
  • Midwest Investment Management's DaVita position peaked at $4.16M in Q1 2015.
  • 443 funds tracked by Wall St. Rank held DaVita as of Q3 2017.

Based on Midwest Investment Management's 13F filing for Q3 2017, filed 13 Oct 2017.