Mirova’s DaVita DVA Stock Holding History

Mirova’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
2023 Q3	–	Sell	-194	Closed	-$19.5K	–	134
2023 Q2	$19.5K	Sell	194 -329	-63%	-$30.5K	﹤0.01%	162
2023 Q1	$42.4K	Buy	+523	New	+$41.9K	0.01%	163
2022 Q3	–	Sell	-11,013	Closed	-$880K	–	174
2022 Q2	$880K	Buy	11,013 +2,831	+35%	+$287K	0.13%	98
2022 Q1	$925K	Sell	8,182 -105	-1%	-$11.8K	0.12%	95
2021 Q4	$942K	Buy	+8,287	New	+$891K	0.11%	96

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Mirova's DVA Position: Q3 2023 in Review

Mirova sold out of DaVita (DVA) in Q3 2023, closing a stake of 194 shares — an estimated $19.5K sold.

Mirova first reported a position in DVA in Q4 2021 and held it in 5 quarters. The position peaked at $942K in Q4 2021. 503 funds tracked by Wall St. Rank hold DVA as of Q3 2023.

Mirova reported no remaining DaVita position as of Q3 2023 after selling out during the quarter.
Mirova sold 194 DaVita shares in Q3 2023, an estimated $19.5K.
Mirova first reported a position in DaVita in Q4 2021 and held it in 5 quarters.
Mirova's DaVita position peaked at $942K in Q4 2021.
503 funds tracked by Wall St. Rank held DaVita as of Q3 2023.

Based on Mirova's 13F filing for Q3 2023, filed 14 Nov 2023.