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Scout Investments’s DaVita DVA Stock Holding History

Scout 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
2017
Q3 		– Sell
-143,028
Closed -$9.26M – 285
2017
Q2 		$9.26M Sell
143,028
-14,438
-9% -$956K 0.27% 146
2017
Q1 		$10.7M Sell
157,466
-3,879
-2% -$257K 0.29% 144
2016
Q4 		$10.4M Sell
161,345
-1,727
-1% -$108K 0.29% 131
2016
Q3 		$10.8M Sell
163,072
-204,421
-56% -$14.4M 0.3% 127
2016
Q2 		$28.4M Buy
367,493
+91,107
+33% +$6.89M 0.79% 31
2016
Q1 		$20.3M Buy
276,386
+2,750
+1% +$186K 0.55% 79
2015
Q4 		$19.1M Sell
273,636
-4,266
-2% -$313K 0.48% 86
2015
Q3 		$20.1M Sell
277,902
-7,025
-2% -$545K 0.47% 79
2015
Q2 		$22.6M Sell
284,927
-5,804
-2% -$477K 0.42% 87
2015
Q1 		$23.6M Sell
290,731
-533,874
-65% -$41M 0.39% 103
2014
Q4 		$62.5M Buy
824,605
+30,777
+4% +$2.32M 0.96% 35
2014
Q3 		$58.1M Sell
793,828
-46,723
-6% -$3.42M 0.78% 46
2014
Q2 		$60.8M Sell
840,551
-128,858
-13% -$8.96M 0.71% 54
2014
Q1 		$66.7M Sell
969,409
-425,852
-31% -$28.3M 0.76% 50
2013
Q4 		$88.4M Buy
+1,395,261
New +$81.9M 1.02% 36

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Scout Investments's DVA Position: Q3 2017 in Review

Scout Investments sold out of DaVita (DVA) in Q3 2017, closing a stake of 143,028 shares — an estimated $9.26M sold.

Scout Investments first reported a position in DVA in Q4 2013 and held it in 15 quarters. The position peaked at $88.4M in Q4 2013. 443 funds tracked by Wall St. Rank hold DVA as of Q3 2017.

  • Scout Investments reported no remaining DaVita position as of Q3 2017 after selling out during the quarter.
  • Scout Investments sold 143,028 DaVita shares in Q3 2017, an estimated $9.26M.
  • Scout Investments first reported a position in DaVita in Q4 2013 and held it in 15 quarters.
  • Scout Investments's DaVita position peaked at $88.4M in Q4 2013.
  • 443 funds tracked by Wall St. Rank held DaVita as of Q3 2017.

Based on Scout Investments's 13F filing for Q3 2017, filed 3 Nov 2017.