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 +1	+20%	+$66	﹤0.01%	425
2016 Q4	$85	Buy	+5	New	+$311	﹤0.01%	379

Other funds holding DVA

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

Geode Capital Management

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return