Leuthold Group’s DaVita DVA Stock Holding History

Leuthold 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
2019 Q1	–	Sell	-79,227	Closed	-$4.08M	–	187
2018 Q4	$4.08M	Sell	79,227 -10,130	-11%	-$649K	0.58%	61
2018 Q3	$6.4M	Sell	89,357 -1,856	-2%	-$131K	0.7%	52
2018 Q2	$6.33M	Sell	91,213 -10,223	-10%	-$683K	0.7%	50
2018 Q1	$6.69M	Buy	+101,436	New	+$7.45M	0.76%	42
2014 Q2	–	Sell	-21,965	Closed	-$1.51M	–	204
2014 Q1	$1.51M	Buy	+21,965	New	+$1.46M	0.13%	157
2013 Q4	–	Sell	-30,638	Closed	-$1.74M	–	235
2013 Q3	$1.74M	Buy	30,638 +13,338	+77%	+$764K	0.16%	162
2013 Q2	$1.04M	Buy	+17,300	New	+$1.08M	0.1%	229

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $3.66B AUM 12.63% 1-Year Est. Return

PCM

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

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

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

Leuthold Group's DVA Position: Q1 2019 in Review

Leuthold Group sold out of DaVita (DVA) in Q1 2019, closing a stake of 79,227 shares — an estimated $4.08M sold.

Leuthold Group first reported a position in DVA in Q2 2013 and held it in 7 quarters. The position peaked at $6.69M in Q1 2018. 440 funds tracked by Wall St. Rank hold DVA as of Q1 2019.

Leuthold Group reported no remaining DaVita position as of Q1 2019 after selling out during the quarter.
Leuthold Group sold 79,227 DaVita shares in Q1 2019, an estimated $4.08M.
Leuthold Group first reported a position in DaVita in Q2 2013 and held it in 7 quarters.
Leuthold Group's DaVita position peaked at $6.69M in Q1 2018.
440 funds tracked by Wall St. Rank held DaVita as of Q1 2019.

Based on Leuthold Group's 13F filing for Q1 2019, filed 15 May 2019.