Zurich Insurance Group’s DaVita DVA Stock Holding History

Zurich Insurance Group’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 Q4	–	Sell	-24,007	Closed	-$1.43M	–	580
2017 Q3	$1.43M	Buy	24,007 +8,018	+50%	+$483K	0.04%	451
2017 Q2	$1.03M	Sell	15,989 -9,793	-38%	-$648K	0.03%	498
2017 Q1	$1.75M	Sell	25,782 -41,628	-62%	-$2.76M	0.05%	364
2016 Q4	$4.33M	Buy	+67,410	New	+$4.2M	0.14%	198
2016 Q3	–	Sell	-39,438	Closed	-$3.05M	–	400
2016 Q2	$3.05M	Sell	39,438 -1,972	-5%	-$149K	0.11%	220
2016 Q1	$3.04M	Buy	+41,410	New	+$2.8M	0.11%	221

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

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Insurance Group's DVA Position: Q4 2017 in Review

Zurich Insurance Group sold out of DaVita (DVA) in Q4 2017, closing a stake of 24,007 shares — an estimated $1.43M sold.

Zurich Insurance Group first reported a position in DVA in Q1 2016 and held it in 6 quarters. The position peaked at $4.33M in Q4 2016. 479 funds tracked by Wall St. Rank hold DVA as of Q4 2017.

Zurich Insurance Group reported no remaining DaVita position as of Q4 2017 after selling out during the quarter.
Zurich Insurance Group sold 24,007 DaVita shares in Q4 2017, an estimated $1.43M.
Zurich Insurance Group first reported a position in DaVita in Q1 2016 and held it in 6 quarters.
Zurich Insurance Group's DaVita position peaked at $4.33M in Q4 2016.
479 funds tracked by Wall St. Rank held DaVita as of Q4 2017.

Based on Zurich Insurance Group's 13F filing for Q4 2017, filed 14 Feb 2018.