Kaizen Advisory’s DaVita DVA Stock Holding History

Kaizen Advisory’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 Q4	$20K	Buy	384 +71	+23%	+$4.55K	0.01%	512
2018 Q3	$22K	Hold	313	–	–	0.01%	504
2018 Q2	$22K	Buy	313 +169	+117%	+$11.3K	0.01%	507
2018 Q1	$9K	Hold	144	–	–	0.01%	503
2017 Q4	$10K	Buy	+144	New	+$8.86K	0.01%	480

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Kaizen Advisory's DVA Position: Q4 2018 in Review

Kaizen Advisory increased its DaVita (DVA) stake by 23% in Q4 2018, buying an estimated $4.55K and bringing the position to 384 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #512.

Kaizen Advisory first reported a position in DVA in Q4 2017 and has held it in 5 quarters since. The position peaked at $22K in Q3 2018. 450 funds tracked by Wall St. Rank hold DVA as of Q4 2018.

Kaizen Advisory held 384 shares of DaVita worth $20K as of Q4 2018.
Kaizen Advisory bought 71 DaVita shares in Q4 2018, an estimated $4.55K.
DaVita made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #512 holding.
Kaizen Advisory first reported a position in DaVita in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's DaVita position peaked at $22K in Q3 2018.
450 funds tracked by Wall St. Rank held DaVita as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.