Scout Investments’s DaVita DVA Stock Holding History

Scout Investments’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	-143,028	Closed	-$9.26M	–	285
2017 Q2	$9.26M	Sell	143,028 -14,438	-9%	-$956K	0.27%	146
2017 Q1	$10.7M	Sell	157,466 -3,879	-2%	-$257K	0.29%	144
2016 Q4	$10.4M	Sell	161,345 -1,727	-1%	-$108K	0.29%	131
2016 Q3	$10.8M	Sell	163,072 -204,421	-56%	-$14.4M	0.3%	127
2016 Q2	$28.4M	Buy	367,493 +91,107	+33%	+$6.89M	0.79%	31
2016 Q1	$20.3M	Buy	276,386 +2,750	+1%	+$186K	0.55%	79
2015 Q4	$19.1M	Sell	273,636 -4,266	-2%	-$313K	0.48%	86
2015 Q3	$20.1M	Sell	277,902 -7,025	-2%	-$545K	0.47%	79
2015 Q2	$22.6M	Sell	284,927 -5,804	-2%	-$477K	0.42%	87
2015 Q1	$23.6M	Sell	290,731 -533,874	-65%	-$41M	0.39%	103
2014 Q4	$62.5M	Buy	824,605 +30,777	+4%	+$2.32M	0.96%	35
2014 Q3	$58.1M	Sell	793,828 -46,723	-6%	-$3.42M	0.78%	46
2014 Q2	$60.8M	Sell	840,551 -128,858	-13%	-$8.96M	0.71%	54
2014 Q1	$66.7M	Sell	969,409 -425,852	-31%	-$28.3M	0.76%	50
2013 Q4	$88.4M	Buy	+1,395,261	New	+$81.9M	1.02%	36

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