Westpac Banking Corp’s DaVita DVA Stock Holding History

Westpac Banking Corp’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
2023 Q4	–	Sell	-27,952	Closed	-$2.64M	–	467
2023 Q3	$2.64M	Sell	27,952 -1,700	-6%	-$173K	0.2%	122
2023 Q2	$2.98M	Buy	29,652 +18,670	+170%	+$1.73M	0.21%	136
2023 Q1	$891K	Sell	10,982 -5,585	-34%	-$448K	0.01%	672
2022 Q4	$1.24M	Buy	16,567 +350	+2%	+$27.2K	0.02%	574
2022 Q3	$1.34M	Buy	16,217 +1,449	+10%	+$127K	0.02%	569
2022 Q2	$1.18M	Buy	14,768 +1,964	+15%	+$199K	0.02%	636
2022 Q1	$1.45M	Sell	12,804 -409	-3%	-$45.9K	0.02%	633
2021 Q4	$1.5M	Sell	13,213 -19,807	-60%	-$2.13M	0.02%	628
2021 Q3	$3.84M	Sell	33,020 -6,784	-17%	-$850K	0.04%	466
2021 Q2	$4.79M	Sell	39,804 -45	-0.1%	-$5.33K	0.05%	444
2021 Q1	$4.29M	Buy	39,849 +900	+2%	+$100K	0.05%	432
2020 Q4	$4.57M	Buy	38,949 +18,506	+91%	+$1.89M	0.05%	425
2020 Q3	$1.75M	Sell	20,443 -1,043	-5%	-$89.1K	0.02%	560
2020 Q2	$1.7M	Buy	21,486 +943	+5%	+$73.6K	0.03%	537
2020 Q1	$1.56M	Buy	20,543 +11,600	+130%	+$912K	0.03%	499
2019 Q4	$671K	Hold	8,943	–	–	0.01%	764
2019 Q3	$510K	Hold	8,943	–	–	0.01%	785
2019 Q2	$503K	Sell	8,943 -9,411	-51%	-$488K	0.01%	666
2019 Q1	$996K	Buy	18,354 +9,411	+105%	+$521K	0.02%	548
2018 Q4	$460K	Hold	8,943	–	–	0.01%	722
2018 Q3	$641K	Hold	8,943	–	–	0.01%	623
2018 Q2	$621K	Hold	8,943	–	–	0.01%	594
2018 Q1	$590K	Hold	8,943	–	–	0.01%	594
2017 Q4	$646K	Hold	8,943	–	–	0.01%	567
2017 Q3	$531K	Sell	8,943 -542	-6%	-$32.6K	0.01%	675
2017 Q2	$614K	Hold	9,485	–	–	0.01%	644
2017 Q1	$645K	Hold	9,485	–	–	0.01%	736
2016 Q4	$599K	Hold	9,485	–	–	0.01%	671
2016 Q3	$627K	Hold	9,485	–	–	0.01%	639
2016 Q2	$733K	Buy	9,485 +2,213	+30%	+$167K	0.01%	648
2016 Q1	$534K	Hold	7,272	–	–	0.01%	656
2015 Q4	$507K	Sell	7,272 -6	-0.1%	-$440	0.01%	678
2015 Q3	$526K	Buy	7,278 +6,230	+594%	+$483K	0.01%	629
2015 Q2	$83.3K	Sell	1,048 -8,848	-89%	-$727K	﹤0.01%	748
2015 Q1	$905K	Sell	9,896 -1,700	-15%	-$130K	0.01%	635
2014 Q4	$878K	Buy	11,596 +932	+9%	+$70.2K	0.01%	634
2014 Q3	$780K	Sell	10,664 -1,300	-11%	-$95.2K	0.01%	658
2014 Q2	$865K	Sell	11,964 -170	-1%	-$11.8K	0.01%	635
2014 Q1	$835K	Buy	12,134 +400	+3%	+$26.6K	0.01%	604
2013 Q4	$744K	Sell	11,734 -1,100	-9%	-$64.5K	0.01%	654
2013 Q3	$730K	Sell	12,834 -1,410	-10%	-$80.8K	0.01%	628
2013 Q2	$855K	Buy	+14,244	New	+$889K	0.01%	587

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 $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

GCM

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

Westpac Banking Corp's DVA Position: Q4 2023 in Review

Westpac Banking Corp sold out of DaVita (DVA) in Q4 2023, closing a stake of 27,952 shares — an estimated $2.64M sold.

Westpac Banking Corp first reported a position in DVA in Q2 2013 and held it in 42 quarters. The position peaked at $4.79M in Q2 2021. 535 funds tracked by Wall St. Rank hold DVA as of Q4 2023.

Westpac Banking Corp reported no remaining DaVita position as of Q4 2023 after selling out during the quarter.
Westpac Banking Corp sold 27,952 DaVita shares in Q4 2023, an estimated $2.64M.
Westpac Banking Corp first reported a position in DaVita in Q2 2013 and held it in 42 quarters.
Westpac Banking Corp's DaVita position peaked at $4.79M in Q2 2021.
535 funds tracked by Wall St. Rank held DaVita as of Q4 2023.

Based on Westpac Banking Corp's 13F filing for Q4 2023, filed 8 Feb 2024.