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MUFG Americas’s DaVita DVA Stock Holding History

MUFG Americas’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
2021
Q1 		– Sell
-4
Closed – – 722
2020
Q4 		$0 Buy
+4
New +$407 ﹤0.01% 792
2019
Q1 		– Sell
-31
Closed -$2K – 887
2018
Q4 		$2K Hold
31
– – ﹤0.01% 700
2018
Q3 		$2K Sell
31
-75
-71% -$5.3K ﹤0.01% 721
2018
Q2 		$7K Sell
106
-30
-22% -$2K ﹤0.01% 813
2018
Q1 		$9K Sell
136
-325
-70% -$23.9K ﹤0.01% 790
2017
Q4 		$33K Sell
461
-126
-21% -$7.75K ﹤0.01% 640
2017
Q3 		$35K Buy
587
+143
+32% +$8.61K ﹤0.01% 626
2017
Q2 		$29K Sell
444
-194
-30% -$12.8K ﹤0.01% 643
2017
Q1 		$43K Sell
638
-1,880
-75% -$124K ﹤0.01% 597
2016
Q4 		$161K Sell
2,518
-3,994
-61% -$249K 0.01% 462
2016
Q3 		$431K Sell
6,512
-15,410
-70% -$1.08M 0.01% 371
2016
Q2 		$1.7M Buy
21,922
+1,859
+9% +$140K 0.06% 222
2016
Q1 		$1.47M Buy
20,063
+3,108
+18% +$210K 0.05% 229
2015
Q4 		$1.18M Buy
16,955
+7,768
+85% +$569K 0.04% 253
2015
Q3 		$665K Buy
9,187
+3,990
+77% +$309K 0.02% 328
2015
Q2 		$413K Buy
5,197
+4,797
+1,199% +$394K 0.01% 402
2015
Q1 		$33K Buy
400
+243
+155% +$18.6K ﹤0.01% 732
2014
Q4 		$12K Hold
157
– – ﹤0.01% 916
2014
Q3 		$11K Hold
157
– – ﹤0.01% 926
2014
Q2 		$11K Buy
+157
New +$10.9K ﹤0.01% 925
2013
Q4 		– Sell
-4,000
Closed -$228K – 1113
2013
Q3 		$228K Hold
4,000
– – 0.01% 482
2013
Q2 		$242K Buy
+4,000
New +$250K ﹤0.01% 835

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

MUFG Americas's DVA Position: Q1 2021 in Review

MUFG Americas sold out of DaVita (DVA) in Q1 2021, closing a stake of 4 shares.

MUFG Americas first reported a position in DVA in Q2 2013 and held it in 22 quarters. The position peaked at $1.7M in Q2 2016. 491 funds tracked by Wall St. Rank hold DVA as of Q1 2021.

  • MUFG Americas reported no remaining DaVita position as of Q1 2021 after selling out during the quarter.
  • MUFG Americas sold 4 DaVita shares in Q1 2021.
  • MUFG Americas first reported a position in DaVita in Q2 2013 and held it in 22 quarters.
  • MUFG Americas's DaVita position peaked at $1.7M in Q2 2016.
  • 491 funds tracked by Wall St. Rank held DaVita as of Q1 2021.

Based on MUFG Americas's 13F filing for Q1 2021, filed 30 Apr 2021.