JCM
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Jacobi Capital Management’s DaVita DVA Stock Holding History

Jacobi Capital 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
Q4 		– Sell
-236
Closed -$13K – 925
2017
Q3 		$13K Hold
236
– – ﹤0.01% 586
2017
Q2 		$15K Hold
236
– – 0.01% 503
2017
Q1 		$16K Hold
236
– – 0.01% 396
2016
Q4 		$15K Hold
236
– – 0.01% 367
2016
Q3 		$15K Hold
236
– – 0.01% 416
2016
Q2 		$18K Buy
+236
New +$17.8K 0.01% 362

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Vanguard Group
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BlackRock
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State Street
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Norges Bank
Norges Bank Oslo, Norway $935B AUM
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return