People's United Financial’s DaVita DVA Stock Holding History

People's United Financial’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
2022 Q1	$344K	Sell	3,041 -679	-18%	-$76.2K	0.01%	510
2021 Q4	$423K	Sell	3,720 -1,489	-29%	-$160K	0.01%	510
2021 Q3	$606K	Sell	5,209 -34	-0.6%	-$4.26K	0.01%	476
2021 Q2	$631K	Sell	5,243 -414	-7%	-$49K	0.01%	472
2021 Q1	$610K	Buy	5,657 +245	+5%	+$27.2K	0.01%	457
2020 Q4	$635K	Sell	5,412 -95	-2%	-$9.68K	0.02%	418
2020 Q3	$472K	Buy	5,507 +10	+0.2%	+$854	0.01%	445
2020 Q2	$435K	Buy	5,497 +1,066	+24%	+$83.2K	0.01%	454
2020 Q1	$337K	Buy	+4,431	New	+$348K	0.01%	455
2017 Q3	–	Sell	-24	Closed	-$2K	–	629
2017 Q2	$2K	Hold	24	–	–	﹤0.01%	1011
2017 Q1	$2K	Hold	24	–	–	﹤0.01%	1011
2016 Q4	$2K	Hold	24	–	–	﹤0.01%	981
2016 Q3	$2K	Hold	24	–	–	﹤0.01%	842
2016 Q2	$2K	Hold	24	–	–	﹤0.01%	847
2016 Q1	$2K	Hold	24	–	–	﹤0.01%	826
2015 Q4	$2K	Hold	24	–	–	﹤0.01%	827
2015 Q3	$2K	Hold	24	–	–	﹤0.01%	821
2015 Q2	$2K	Hold	24	–	–	﹤0.01%	789
2015 Q1	$2K	Hold	24	–	–	﹤0.01%	781
2014 Q4	$2K	Hold	24	–	–	﹤0.01%	776
2014 Q3	$2K	Hold	24	–	–	﹤0.01%	773
2014 Q2	$2K	Hold	24	–	–	﹤0.01%	785
2014 Q1	$2K	Hold	24	–	–	﹤0.01%	765
2013 Q4	$2K	Hold	24	–	–	﹤0.01%	760
2013 Q3	$1K	Buy	+24	New	+$1.38K	﹤0.01%	772

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

People's United Financial's DVA Position: Q1 2022 in Review

People's United Financial reduced its DaVita (DVA) stake by 18% in Q1 2022, selling an estimated $76.2K and leaving 3,041 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #510.

People's United Financial first reported a position in DVA in Q3 2013 and has held it in 25 quarters since. The position peaked at $635K in Q4 2020. 511 funds tracked by Wall St. Rank hold DVA as of Q1 2022.

People's United Financial held 3,041 shares of DaVita worth $344K as of Q1 2022.
People's United Financial sold 679 DaVita shares in Q1 2022, an estimated $76.2K.
DaVita made up 0.01% of People's United Financial's portfolio in Q1 2022, its #510 holding.
People's United Financial first reported a position in DaVita in Q3 2013 and has held it in 25 quarters since.
People's United Financial's DaVita position peaked at $635K in Q4 2020.
511 funds tracked by Wall St. Rank held DaVita as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.