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John Armitage’s DaVita DVA Stock Holding History

John Armitage’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
2016
Q3 		– Sell
-3,406,403
Closed -$263M – 27
2016
Q2 		$263M Sell
3,406,403
-1,151,084
-25% -$87M 2.96% 13
2016
Q1 		$334M Buy
4,557,487
+933
+0% +$63K 3.19% 13
2015
Q4 		$318M Buy
4,556,554
+114,991
+3% +$8.42M 3.29% 14
2015
Q3 		$321M Buy
4,441,563
+1,267,406
+40% +$98.3M 3.63% 13
2015
Q2 		$252M Buy
3,174,157
+452,239
+17% +$37.1M 3.2% 14
2015
Q1 		$221M Sell
2,721,918
-1,251,984
-32% -$96.1M 3.03% 15
2014
Q4 		$301M Sell
3,973,902
-842,740
-17% -$63.5M 4.03% 11
2014
Q3 		$352M Buy
4,816,642
+387,973
+9% +$28.4M 4.74% 8
2014
Q2 		$320M Buy
4,428,669
+883,823
+25% +$61.5M 5.07% 7
2014
Q1 		$244M Buy
3,544,846
+2,820,646
+389% +$187M 3.72% 10
2013
Q4 		$45.9M Buy
+724,200
New +$42.5M 0.69% 28

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

John Armitage's DVA Position: Q3 2016 in Review

John Armitage sold out of DaVita (DVA) in Q3 2016, closing a stake of 3,406,403 shares — an estimated $263M sold.

John Armitage first reported a position in DVA in Q4 2013 and held it in 11 quarters. The position peaked at $352M in Q3 2014. 481 funds tracked by Wall St. Rank hold DVA as of Q3 2016.

  • John Armitage reported no remaining DaVita position as of Q3 2016 after selling out during the quarter.
  • John Armitage sold 3,406,403 DaVita shares in Q3 2016, an estimated $263M.
  • John Armitage first reported a position in DaVita in Q4 2013 and held it in 11 quarters.
  • John Armitage's DaVita position peaked at $352M in Q3 2014.
  • 481 funds tracked by Wall St. Rank held DaVita as of Q3 2016.

Based on Egerton Capital (UK)'s 13F filing for Q3 2016, filed 3 Nov 2016.