Brandywine Oak Private Wealth’s DaVita DVA Stock Holding History

Brandywine Oak Private Wealth’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
2019 Q1	–	Sell	-52	Closed	-$2K	–	310
2018 Q4	$2K	Buy	+52	New	+$3.33K	﹤0.01%	648

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brandywine Oak Private Wealth's DVA Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of DaVita (DVA) in Q1 2019, closing a stake of 52 shares — an estimated $2K sold.

Brandywine Oak Private Wealth first reported a position in DVA in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 440 funds tracked by Wall St. Rank hold DVA as of Q1 2019.

Brandywine Oak Private Wealth reported no remaining DaVita position as of Q1 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 52 DaVita shares in Q1 2019, an estimated $2K.
Brandywine Oak Private Wealth first reported a position in DaVita in Q4 2018 and held it in 1 quarter.
Brandywine Oak Private Wealth's DaVita position peaked at $2K in Q4 2018.
440 funds tracked by Wall St. Rank held DaVita as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.