Jupiter Investment Management’s DaVita DVA Stock Holding History

Jupiter 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
2019 Q2	–	Sell	-14,400	Closed	-$781K	–	365
2019 Q1	$781K	Buy	14,400 +837	+6%	+$46.3K	0.01%	261
2018 Q4	$697K	Buy	+13,563	New	+$869K	0.01%	276
2018 Q2	–	Sell	-389,427	Closed	-$25.7M	–	393
2018 Q1	$25.7M	Buy	+389,427	New	+$28.6M	0.2%	111
2015 Q4	–	Sell	-9,500	Closed	-$687K	–	310
2015 Q3	$687K	Sell	9,500 -4,400	-32%	-$341K	0.02%	210
2015 Q2	$1.1M	Buy	+13,900	New	+$1.14M	0.03%	170
2014 Q3	–	Sell	-34,600	Closed	-$2.5M	–	335
2014 Q2	$2.5M	Buy	+34,600	New	+$2.41M	0.14%	133
2014 Q1	–	Sell	-2,100	Closed	-$133K	–	361
2013 Q4	$133K	Buy	+2,100	New	+$123K	0.01%	309
2013 Q3	–	Sell	-114,400	Closed	-$6.91M	–	291
2013 Q2	$6.91M	Buy	+114,400	New	+$7.14M	0.83%	27

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

Norges Bank Oslo, Norway $1T AUM

PCM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GCM

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

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

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

Jupiter Investment Management's DVA Position: Q2 2019 in Review

Jupiter Investment Management sold out of DaVita (DVA) in Q2 2019, closing a stake of 14,400 shares — an estimated $781K sold.

Jupiter Investment Management first reported a position in DVA in Q2 2013 and held it in 8 quarters. The position peaked at $25.7M in Q1 2018. 400 funds tracked by Wall St. Rank hold DVA as of Q2 2019.

Jupiter Investment Management reported no remaining DaVita position as of Q2 2019 after selling out during the quarter.
Jupiter Investment Management sold 14,400 DaVita shares in Q2 2019, an estimated $781K.
Jupiter Investment Management first reported a position in DaVita in Q2 2013 and held it in 8 quarters.
Jupiter Investment Management's DaVita position peaked at $25.7M in Q1 2018.
400 funds tracked by Wall St. Rank held DaVita as of Q2 2019.

Based on Jupiter Investment Management's 13F filing for Q2 2019, filed 6 Aug 2019.