Palo Capital’s DaVita DVA Stock Holding History

Palo Capital’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	–	Sell	-6,202	Closed	-$398K	–	129
2016 Q4	$398K	Sell	6,202 -1,664	-21%	-$104K	0.25%	101
2016 Q3	$520K	Buy	+7,866	New	+$554K	0.36%	87
2015 Q1	–	Sell	-7,975	Closed	-$604K	–	121
2014 Q4	$604K	Buy	+7,975	New	+$600K	0.51%	86

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 $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Palo Capital's DVA Position: Q1 2017 in Review

Palo Capital sold out of DaVita (DVA) in Q1 2017, closing a stake of 6,202 shares — an estimated $398K sold.

Palo Capital first reported a position in DVA in Q4 2014 and held it in 3 quarters. The position peaked at $604K in Q4 2014. 482 funds tracked by Wall St. Rank hold DVA as of Q1 2017.

Palo Capital reported no remaining DaVita position as of Q1 2017 after selling out during the quarter.
Palo Capital sold 6,202 DaVita shares in Q1 2017, an estimated $398K.
Palo Capital first reported a position in DaVita in Q4 2014 and held it in 3 quarters.
Palo Capital's DaVita position peaked at $604K in Q4 2014.
482 funds tracked by Wall St. Rank held DaVita as of Q1 2017.

Based on Palo Capital's 13F filing for Q1 2017, filed 26 Apr 2017.