MIM
DVA icon

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 $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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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