JOYN Advisors’s DaVita DVA Stock Holding History

JOYN 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
2019 Q1	–	Sell	-248	Closed	-$13K	–	461
2018 Q4	$13K	Buy	248 +52	+27%	+$3.33K	﹤0.01%	847
2018 Q3	$14K	Sell	196 -11	-5%	-$778	﹤0.01%	811
2018 Q2	$14K	Buy	207 +203	+5,075%	+$13.6K	﹤0.01%	778
2018 Q1	$0	Buy	+4	New	+$294	﹤0.01%	1337

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JOYN Advisors's DVA Position: Q1 2019 in Review

JOYN Advisors sold out of DaVita (DVA) in Q1 2019, closing a stake of 248 shares — an estimated $13K sold.

JOYN Advisors first reported a position in DVA in Q1 2018 and held it in 4 quarters. The position peaked at $14K in Q3 2018. 440 funds tracked by Wall St. Rank hold DVA as of Q1 2019.

JOYN Advisors reported no remaining DaVita position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 248 DaVita shares in Q1 2019, an estimated $13K.
JOYN Advisors first reported a position in DaVita in Q1 2018 and held it in 4 quarters.
JOYN Advisors's DaVita position peaked at $14K in Q3 2018.
440 funds tracked by Wall St. Rank held DaVita as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.