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Sun Life Financial’s DaVita DVA Stock Holding History

Sun Life 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
2021
Q2 		– Sell
-43
Closed -$5K – 199
2021
Q1 		$5K Sell
43
-1
-2% -$111 ﹤0.01% 484
2020
Q4 		$5K Sell
44
-5
-10% -$509 ﹤0.01% 460
2020
Q3 		$4K Sell
49
-5
-9% -$427 ﹤0.01% 464
2020
Q2 		$4K Hold
54
– – ﹤0.01% 414
2020
Q1 		$4K Buy
54
+1
+2% +$79 ﹤0.01% 394
2019
Q4 		$4K Sell
53
-27
-34% -$1.79K ﹤0.01% 436
2019
Q3 		$5K Sell
80
-22
-22% -$1.28K ﹤0.01% 582
2019
Q2 		$6K Sell
102
-113
-53% -$5.85K ﹤0.01% 569
2019
Q1 		$12K Sell
215
-136
-39% -$7.53K ﹤0.01% 572
2018
Q4 		$18K Buy
351
+1
+0.3% +$64 ﹤0.01% 571
2018
Q3 		$25K Sell
350
-29
-8% -$2.05K ﹤0.01% 567
2018
Q2 		$26K Buy
379
+335
+761% +$22.4K ﹤0.01% 560
2018
Q1 		$667 Sell
44
-287
-87% -$21.1K 0.01% 387
2017
Q4 		$24K Sell
331
-803
-71% -$49.4K ﹤0.01% 404
2017
Q3 		$67K Sell
1,134
-3
-0.3% -$181 0.01% 419
2017
Q2 		$74K Buy
1,137
+1,131
+18,850% +$74.9K 0.01% 397
2017
Q1 		$85 Buy
+6
New +$397 ﹤0.01% 425

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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Sun Life Financial's DVA Position: Q2 2021 in Review

Sun Life Financial sold out of DaVita (DVA) in Q2 2021, closing a stake of 43 shares — an estimated $5K sold.

Sun Life Financial first reported a position in DVA in Q1 2017 and held it in 17 quarters. The position peaked at $74K in Q2 2017. 515 funds tracked by Wall St. Rank hold DVA as of Q2 2021.

  • Sun Life Financial reported no remaining DaVita position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 43 DaVita shares in Q2 2021, an estimated $5K.
  • Sun Life Financial first reported a position in DaVita in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's DaVita position peaked at $74K in Q2 2017.
  • 515 funds tracked by Wall St. Rank held DaVita as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.