Iron Gate Global Advisors’s DaVita DVA Stock Holding History

Iron Gate Global 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 Q4	–	Sell	-3,117	Closed	-$223K	–	120
2018 Q3	$223K	Sell	3,117 -74,790	-96%	-$5.29M	0.15%	60
2018 Q2	$5.41M	Sell	77,907 -12,852	-14%	-$859K	3.96%	9
2018 Q1	$5.99M	Buy	90,759 +10,341	+13%	+$759K	4.54%	9
2017 Q4	$5.81M	Buy	80,418 +1,553	+2%	+$95.6K	4.92%	8
2017 Q3	$4.68M	Buy	78,865 +9,197	+13%	+$554K	4.37%	8
2017 Q2	$4.51M	Buy	+69,668	New	+$4.61M	4.98%	6

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Iron Gate Global Advisors's DVA Position: Q4 2018 in Review

Iron Gate Global Advisors sold out of DaVita (DVA) in Q4 2018, closing a stake of 3,117 shares — an estimated $223K sold.

Iron Gate Global Advisors first reported a position in DVA in Q2 2017 and held it in 6 quarters. The position peaked at $5.99M in Q1 2018. 450 funds tracked by Wall St. Rank hold DVA as of Q4 2018.

Iron Gate Global Advisors reported no remaining DaVita position as of Q4 2018 after selling out during the quarter.
Iron Gate Global Advisors sold 3,117 DaVita shares in Q4 2018, an estimated $223K.
Iron Gate Global Advisors first reported a position in DaVita in Q2 2017 and held it in 6 quarters.
Iron Gate Global Advisors's DaVita position peaked at $5.99M in Q1 2018.
450 funds tracked by Wall St. Rank held DaVita as of Q4 2018.

Based on Iron Gate Global Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.