Royal Fund Management’s DaVita DVA Stock Holding History

Royal Fund Management’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	-394	Closed	-$25K	–	424
2016 Q4	$25K	Buy	+394	New	+$24.5K	0.01%	184

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

Royal Fund Management's DVA Position: Q1 2017 in Review

Royal Fund Management sold out of DaVita (DVA) in Q1 2017, closing a stake of 394 shares — an estimated $25K sold.

Royal Fund Management first reported a position in DVA in Q4 2016 and held it in 1 quarter. The position peaked at $25K in Q4 2016. 482 funds tracked by Wall St. Rank hold DVA as of Q1 2017.

Royal Fund Management reported no remaining DaVita position as of Q1 2017 after selling out during the quarter.
Royal Fund Management sold 394 DaVita shares in Q1 2017, an estimated $25K.
Royal Fund Management first reported a position in DaVita in Q4 2016 and held it in 1 quarter.
Royal Fund Management's DaVita position peaked at $25K in Q4 2016.
482 funds tracked by Wall St. Rank held DaVita as of Q1 2017.

Based on Royal Fund Management's 13F filing for Q1 2017, filed 7 May 2020.