JIM
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Jensen Investment Management’s DaVita DVA Stock Holding History

Jensen Investment 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
2018
Q1 		– Sell
-4,870
Closed -$352K – 92
2017
Q4 		$352K Sell
4,870
-4,870
-50% -$300K ﹤0.01% 89
2017
Q3 		$578K Hold
9,740
– – 0.01% 69
2017
Q2 		$631K Buy
9,740
+1,900
+24% +$126K 0.01% 57
2017
Q1 		$533K Buy
7,840
+1,010
+15% +$66.9K 0.01% 48
2016
Q4 		$438K Buy
+6,830
New +$425K 0.01% 57
2014
Q4 		– Sell
-6,790
Closed -$497K – 103
2014
Q3 		$497K Sell
6,790
-20
-0.3% -$1.46K 0.01% 54
2014
Q2 		$492K Sell
6,810
-1,180
-15% -$82.1K 0.01% 45
2014
Q1 		$550K Sell
7,990
-720
-8% -$47.8K 0.01% 49
2013
Q4 		$552K Buy
+8,710
New +$511K 0.01% 41

Other funds holding DVA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return