Nations Financial Group’s DaVita DVA Stock Holding History

Nations Financial Group’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 Q4	–	Sell	-5,008	Closed	-$582K	–	479
2021 Q3	$582K	Buy	5,008 +4	+0.1%	+$501	0.09%	244
2021 Q2	$603K	Sell	5,004 -6	-0.1%	-$710	0.1%	231
2021 Q1	$540K	Sell	5,010 -13	-0.3%	-$1.44K	0.12%	210
2020 Q4	$590K	Buy	5,023 +257	+5%	+$26.2K	0.16%	172
2020 Q3	$408K	Buy	4,766 +1,594	+50%	+$136K	0.13%	197
2020 Q2	$251K	Sell	3,172 -291	-8%	-$22.7K	0.09%	228
2020 Q1	$263K	Buy	+3,463	New	+$272K	0.11%	209

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Nations Financial Group's DVA Position: Q4 2021 in Review

Nations Financial Group sold out of DaVita (DVA) in Q4 2021, closing a stake of 5,008 shares — an estimated $582K sold.

Nations Financial Group first reported a position in DVA in Q1 2020 and held it in 7 quarters. The position peaked at $603K in Q2 2021. 492 funds tracked by Wall St. Rank hold DVA as of Q4 2021.

Nations Financial Group reported no remaining DaVita position as of Q4 2021 after selling out during the quarter.
Nations Financial Group sold 5,008 DaVita shares in Q4 2021, an estimated $582K.
Nations Financial Group first reported a position in DaVita in Q1 2020 and held it in 7 quarters.
Nations Financial Group's DaVita position peaked at $603K in Q2 2021.
492 funds tracked by Wall St. Rank held DaVita as of Q4 2021.

Based on Nations Financial Group's 13F filing for Q4 2021, filed 10 Feb 2022.