RCAMU
DVA icon

Rothschild & Co Asset Management US’s DaVita DVA Stock Holding History

Rothschild & Co Asset Management US’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
-9,657
Closed -$625K – 409
2017
Q2 		$625K Buy
9,657
+1,101
+13% +$72.9K 0.01% 434
2017
Q1 		$582K Sell
8,556
-1,116
-12% -$73.9K 0.01% 437
2016
Q4 		$621K Buy
9,672
+1,437
+17% +$89.5K 0.01% 466
2016
Q3 		$544K Buy
8,235
+2,267
+38% +$160K 0.01% 422
2016
Q2 		$461K Buy
5,968
+953
+19% +$72K 0.01% 421
2016
Q1 		$368K Buy
5,015
+625
+14% +$42.2K 0.01% 394
2015
Q4 		$306K Buy
+4,390
New +$322K 0.01% 371

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 $5.7T 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
MNA
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