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Northwest & Ethical Investments’s DaVita DVA Stock Holding History

Northwest & Ethical Investments’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
-20,220
Closed -$2.37M – 416
2020
Q4 		$2.37M Sell
20,220
-12,100
-37% -$1.23M 0.09% 232
2020
Q3 		$2.77M Buy
32,320
+320
+1% +$27.3K 0.12% 199
2020
Q2 		$2.53M Buy
+32,000
New +$2.5M 0.12% 206
2018
Q1 		– Sell
-32,925
Closed -$2.38M – 355
2017
Q4 		$2.38M Sell
32,925
-10,200
-24% -$628K 0.15% 191
2017
Q3 		$2.56M Sell
43,125
-5,659
-12% -$341K 0.16% 171
2017
Q2 		$3.16M Buy
48,784
+5,330
+12% +$353K 0.21% 139
2017
Q1 		$2.95M Buy
+43,454
New +$2.88M 0.2% 137
2016
Q3 		– Sell
-69,290
Closed -$5.36M – 329
2016
Q2 		$5.36M Sell
69,290
-77,890
-53% -$5.89M 0.4% 64
2016
Q1 		$10.8M Buy
+147,180
New +$9.94M 0.73% 41

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

Northwest & Ethical Investments's DVA Position: Q1 2021 in Review

Northwest & Ethical Investments sold out of DaVita (DVA) in Q1 2021, closing a stake of 20,220 shares — an estimated $2.37M sold.

Northwest & Ethical Investments first reported a position in DVA in Q1 2016 and held it in 9 quarters. The position peaked at $10.8M in Q1 2016. 491 funds tracked by Wall St. Rank hold DVA as of Q1 2021.

  • Northwest & Ethical Investments reported no remaining DaVita position as of Q1 2021 after selling out during the quarter.
  • Northwest & Ethical Investments sold 20,220 DaVita shares in Q1 2021, an estimated $2.37M.
  • Northwest & Ethical Investments first reported a position in DaVita in Q1 2016 and held it in 9 quarters.
  • Northwest & Ethical Investments's DaVita position peaked at $10.8M in Q1 2016.
  • 491 funds tracked by Wall St. Rank held DaVita as of Q1 2021.

Based on Northwest & Ethical Investments's 13F filing for Q1 2021, filed 9 Jul 2025.