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FDO Partners’s DaVita DVA Stock Holding History

FDO Partners’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
Q3 		– Sell
-17,538
Closed -$1.14M – 237
2017
Q2 		$1.14M Buy
+17,538
New +$1.16M 0.24% 163
2016
Q3 		– Sell
-16,536
Closed -$1.28M – 213
2016
Q2 		$1.28M Buy
16,536
+2,932
+22% +$222K 0.69% 54
2016
Q1 		$998K Buy
13,604
+4,995
+58% +$337K 0.65% 50
2015
Q4 		$600K Buy
+8,609
New +$631K 0.34% 129

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

FDO Partners's DVA Position: Q3 2017 in Review

FDO Partners sold out of DaVita (DVA) in Q3 2017, closing a stake of 17,538 shares — an estimated $1.14M sold.

FDO Partners first reported a position in DVA in Q4 2015 and held it in 4 quarters. The position peaked at $1.28M in Q2 2016. 443 funds tracked by Wall St. Rank hold DVA as of Q3 2017.

  • FDO Partners reported no remaining DaVita position as of Q3 2017 after selling out during the quarter.
  • FDO Partners sold 17,538 DaVita shares in Q3 2017, an estimated $1.14M.
  • FDO Partners first reported a position in DaVita in Q4 2015 and held it in 4 quarters.
  • FDO Partners's DaVita position peaked at $1.28M in Q2 2016.
  • 443 funds tracked by Wall St. Rank held DaVita as of Q3 2017.

Based on FDO Partners's 13F filing for Q3 2017, filed 13 Nov 2017.