Berkshire Asset Management’s DaVita DVA Stock Holding History

Berkshire Asset Management’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	-3,239	Closed	-$214K	–	213
2018 Q1	$214K	Hold	3,239	–	–	0.02%	196
2017 Q4	$234K	Buy	+3,239	New	+$199K	0.02%	190
2016 Q3	–	Sell	-2,620	Closed	-$203K	–	178
2016 Q2	$203K	Buy	+2,620	New	+$198K	0.03%	168
2015 Q3	–	Sell	-2,620	Closed	-$208K	–	154
2015 Q2	$208K	Hold	2,620	–	–	0.03%	152
2015 Q1	$213K	Buy	+2,620	New	+$201K	0.04%	156

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 $3.37T AUM 44.26% 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

Berkshire Asset Management's DVA Position: Q2 2018 in Review

Berkshire Asset Management sold out of DaVita (DVA) in Q2 2018, closing a stake of 3,239 shares — an estimated $214K sold.

Berkshire Asset Management first reported a position in DVA in Q1 2015 and held it in 5 quarters. The position peaked at $234K in Q4 2017. 479 funds tracked by Wall St. Rank hold DVA as of Q2 2018.

Berkshire Asset Management reported no remaining DaVita position as of Q2 2018 after selling out during the quarter.
Berkshire Asset Management sold 3,239 DaVita shares in Q2 2018, an estimated $214K.
Berkshire Asset Management first reported a position in DaVita in Q1 2015 and held it in 5 quarters.
Berkshire Asset Management's DaVita position peaked at $234K in Q4 2017.
479 funds tracked by Wall St. Rank held DaVita as of Q2 2018.

Based on Berkshire Asset Management's 13F filing for Q2 2018, filed 17 Jul 2018.