DBRC
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D.B. Root & Company’s DaVita DVA Stock Holding History

D.B. Root & Company’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
-6,495
Closed -$334K – 206
2018
Q4 		$334K Sell
6,495
-2,095
-24% -$134K 0.17% 141
2018
Q3 		$615K Sell
8,590
-195
-2% -$13.8K 0.27% 109
2018
Q2 		$610K Sell
8,785
-8,980
-51% -$600K 0.29% 117
2018
Q1 		$1.17M Buy
+17,765
New +$1.3M 0.62% 47

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.B. Root & Company's DVA Position: Q1 2019 in Review

D.B. Root & Company sold out of DaVita (DVA) in Q1 2019, closing a stake of 6,495 shares — an estimated $334K sold.

D.B. Root & Company first reported a position in DVA in Q1 2018 and held it in 4 quarters. The position peaked at $1.17M in Q1 2018. 439 funds tracked by Wall St. Rank hold DVA as of Q1 2019.

  • D.B. Root & Company reported no remaining DaVita position as of Q1 2019 after selling out during the quarter.
  • D.B. Root & Company sold 6,495 DaVita shares in Q1 2019, an estimated $334K.
  • D.B. Root & Company first reported a position in DaVita in Q1 2018 and held it in 4 quarters.
  • D.B. Root & Company's DaVita position peaked at $1.17M in Q1 2018.
  • 439 funds tracked by Wall St. Rank held DaVita as of Q1 2019.

Based on D.B. Root & Company's 13F filing for Q1 2019, filed 12 Apr 2019.