Edge Asset Management’s DaVita DVA Stock Holding History

Edge 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
2017 Q1	$5.55M	Sell	81,680 -44,841	-35%	-$2.97M	0.04%	231
2016 Q4	$8.12M	Sell	126,521 -80,440	-39%	-$5.01M	0.06%	223
2016 Q3	$13.7M	Sell	206,961 -100,651	-33%	-$7.09M	0.11%	204
2016 Q2	$23.8M	Sell	307,612 -97	-0%	-$7.33K	0.21%	142
2016 Q1	$22.6M	Sell	307,709 -382	-0.1%	-$25.8K	0.22%	131
2015 Q4	$21.5M	Hold	308,091	–	–	0.21%	127
2015 Q3	$22.3M	Buy	308,091 +8,299	+3%	+$643K	0.22%	131
2015 Q2	$23.8M	Buy	299,792 +80,232	+37%	+$6.59M	0.22%	136
2015 Q1	$17.8M	Buy	219,560 +20,950	+11%	+$1.61M	0.16%	167
2014 Q4	$15M	Buy	198,610 +1,250	+0.6%	+$94.1K	0.15%	168
2014 Q3	$14.4M	Sell	197,360 -237	-0.1%	-$17.4K	0.14%	164
2014 Q2	$14.3M	Sell	197,597 -2	-0%	-$139	0.14%	152
2014 Q1	$13.6M	Buy	197,599 +2,713	+1%	+$180K	0.14%	154
2013 Q4	$12.3M	Sell	194,886 -52,548	-21%	-$3.08M	0.13%	161
2013 Q3	$19.4M	Buy	247,434 +82,338	+50%	+$4.72M	0.12%	158
2013 Q2	$9.97M	Buy	+165,096	New	+$10.3M	0.13%	144

Other funds holding DVA

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

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

Boston Partners

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

Bank of New York Mellon

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM