Peloton Wealth Strategists’s DaVita DVA Stock Holding History

Peloton Wealth Strategists’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 Q3	–	Sell	-11,800	Closed	-$764K	–	68
2017 Q2	$764K	Sell	11,800 -2,300	-16%	-$152K	0.59%	55
2017 Q1	$958K	Sell	14,100 -4,600	-25%	-$305K	0.79%	54
2016 Q4	$1.2M	Sell	18,700 -1,000	-5%	-$62.3K	0.98%	43
2016 Q3	$1.3M	Buy	+19,700	New	+$1.39M	1.08%	38
2016 Q1	$1.71M	Sell	23,300 -700	-3%	-$47.3K	1.45%	29
2015 Q4	$1.67M	Sell	24,000 -600	-2%	-$44K	1.44%	32
2015 Q3	$1.78M	Hold	24,600	–	–	1.55%	26
2015 Q2	$1.96M	Hold	24,600	–	–	1.56%	27
2015 Q1	$2M	Buy	24,600 +1,000	+4%	+$76.7K	1.55%	28
2014 Q4	$1.79M	Hold	23,600	–	–	1.36%	32
2014 Q3	$1.73M	Buy	23,600 +3,800	+19%	+$278K	1.36%	37
2014 Q2	$1.53M	Sell	19,800 -2,900	-13%	-$202K	1.35%	31
2014 Q1	$1.56M	Sell	22,700 -1,200	-5%	-$79.7K	1.28%	42
2013 Q4	$1.51M	Sell	23,900 -1,500	-6%	-$88K	1.23%	39
2013 Q3	$1.45M	Buy	25,400 +1,700	+7%	+$97.4K	1.21%	40
2013 Q2	$1.43M	Buy	+23,700	New	+$1.48M	1.29%	41

Other funds holding DVA

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

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

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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

Dimensional Fund Advisors

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return