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Kernodle & Katon Asset Management Group’s DaVita DVA Stock Holding History

Kernodle & Katon Asset Management Group’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
2017
Q1 		$9K Hold
135
– – 0.01% 233
2016
Q4 		$9K Hold
135
– – 0.01% 225
2016
Q3 		$9K Sell
135
-72
-35% -$5.07K 0.01% 253
2016
Q2 		$16K Hold
207
– – 0.01% 193
2016
Q1 		$15K Buy
207
+72
+53% +$4.86K 0.01% 183
2015
Q4 		$9K Buy
+135
New +$9.89K 0.01% 209

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kernodle & Katon Asset Management Group's DVA Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group held its DaVita (DVA) position steady in Q1 2017 at 135 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #233.

Kernodle & Katon Asset Management Group first reported a position in DVA in Q4 2015 and has held it in 6 quarters since. The position peaked at $16K in Q2 2016. 482 funds tracked by Wall St. Rank hold DVA as of Q1 2017.

  • Kernodle & Katon Asset Management Group held 135 shares of DaVita worth $9K as of Q1 2017.
  • Kernodle & Katon Asset Management Group left its DaVita share count unchanged in Q1 2017.
  • DaVita made up 0.01% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #233 holding.
  • Kernodle & Katon Asset Management Group first reported a position in DaVita in Q4 2015 and has held it in 6 quarters since.
  • Kernodle & Katon Asset Management Group's DaVita position peaked at $16K in Q2 2016.
  • 482 funds tracked by Wall St. Rank held DaVita as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.