Edge Advisors’s DaVita DVA Stock Holding History

Edge Advisors’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	$29K	Sell	431 -11	-2%	-$735	﹤0.01%	587
2018 Q1	$29K	Buy	442 +11	+3%	+$808	﹤0.01%	601
2017 Q4	$31K	Buy	431 +400	+1,290%	+$24.6K	﹤0.01%	603
2017 Q3	$1K	Hold	31	–	–	﹤0.01%	850
2017 Q2	$2K	Sell	31 -40	-56%	-$2.65K	﹤0.01%	857
2017 Q1	$4K	Buy	71 +40	+129%	+$2.65K	﹤0.01%	838
2016 Q4	$1K	Buy	+31	New	+$1.93K	﹤0.01%	804

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edge Advisors's DVA Position: Q2 2018 in Review

Edge Advisors reduced its DaVita (DVA) stake by 2.5% in Q2 2018, selling an estimated $735 and leaving 431 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Edge Advisors first reported a position in DVA in Q4 2016 and has held it in 7 quarters since. The position peaked at $31K in Q4 2017. 479 funds tracked by Wall St. Rank hold DVA as of Q2 2018.

Edge Advisors held 431 shares of DaVita worth $29K as of Q2 2018.
Edge Advisors sold 11 DaVita shares in Q2 2018, an estimated $735.
DaVita made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #587 holding.
Edge Advisors first reported a position in DaVita in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's DaVita position peaked at $31K in Q4 2017.
479 funds tracked by Wall St. Rank held DaVita as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.