Summit Global Investments’s DaVita DVA Stock Holding History

Summit Global 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
2018 Q2	–	Sell	-7,590	Closed	-$500K	–	274
2018 Q1	$500K	Buy	+7,590	New	+$557K	0.08%	240

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

Norges Bank Oslo, Norway $1T AUM

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Summit Global Investments's DVA Position: Q2 2018 in Review

Summit Global Investments sold out of DaVita (DVA) in Q2 2018, closing a stake of 7,590 shares — an estimated $500K sold.

Summit Global Investments first reported a position in DVA in Q1 2018 and held it in 1 quarter. The position peaked at $500K in Q1 2018. 479 funds tracked by Wall St. Rank hold DVA as of Q2 2018.

Summit Global Investments reported no remaining DaVita position as of Q2 2018 after selling out during the quarter.
Summit Global Investments sold 7,590 DaVita shares in Q2 2018, an estimated $500K.
Summit Global Investments first reported a position in DaVita in Q1 2018 and held it in 1 quarter.
Summit Global Investments's DaVita position peaked at $500K in Q1 2018.
479 funds tracked by Wall St. Rank held DaVita as of Q2 2018.

Based on Summit Global Investments's 13F filing for Q2 2018, filed 10 Aug 2018.