Destination Wealth Management’s DaVita DVA Stock Holding History

Destination Wealth 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 Q4	–	Sell	-200	Closed	-$14K	–	557
2018 Q3	$14K	Buy	+200	New	+$14.1K	﹤0.01%	430

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

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

GCM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCM

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

Destination Wealth Management's DVA Position: Q4 2018 in Review

Destination Wealth Management sold out of DaVita (DVA) in Q4 2018, closing a stake of 200 shares — an estimated $14K sold.

Destination Wealth Management first reported a position in DVA in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 451 funds tracked by Wall St. Rank hold DVA as of Q4 2018.

Destination Wealth Management reported no remaining DaVita position as of Q4 2018 after selling out during the quarter.
Destination Wealth Management sold 200 DaVita shares in Q4 2018, an estimated $14K.
Destination Wealth Management first reported a position in DaVita in Q3 2018 and held it in 1 quarter.
Destination Wealth Management's DaVita position peaked at $14K in Q3 2018.
451 funds tracked by Wall St. Rank held DaVita as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.