Skylands Capital’s DaVita DVA Stock Holding History

Skylands 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 Q4	–	Sell	-8,250	Closed	-$490K	–	156
2017 Q3	$490K	Sell	8,250 -5,850	-41%	-$352K	0.07%	122
2017 Q2	$913K	Sell	14,100 -10,050	-42%	-$665K	0.13%	114
2017 Q1	$1.64M	Sell	24,150 -32,600	-57%	-$2.16M	0.23%	93
2016 Q4	$3.64M	Buy	56,750 +28,258	+99%	+$1.76M	0.55%	47
2016 Q3	$1.88M	Buy	+28,492	New	+$2.01M	0.29%	84
2014 Q1	–	Sell	-3,900	Closed	-$247K	–	232
2013 Q4	$247K	Sell	3,900 -23,850	-86%	-$1.4M	0.03%	192
2013 Q3	$1.58M	Sell	27,750 -930	-3%	-$53.3K	0.18%	116
2013 Q2	$1.73M	Buy	+28,680	New	+$1.79M	0.21%	98

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

Norges Bank Oslo, Norway $1T AUM

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Skylands Capital's DVA Position: Q4 2017 in Review

Skylands Capital sold out of DaVita (DVA) in Q4 2017, closing a stake of 8,250 shares — an estimated $490K sold.

Skylands Capital first reported a position in DVA in Q2 2013 and held it in 8 quarters. The position peaked at $3.64M in Q4 2016. 479 funds tracked by Wall St. Rank hold DVA as of Q4 2017.

Skylands Capital reported no remaining DaVita position as of Q4 2017 after selling out during the quarter.
Skylands Capital sold 8,250 DaVita shares in Q4 2017, an estimated $490K.
Skylands Capital first reported a position in DaVita in Q2 2013 and held it in 8 quarters.
Skylands Capital's DaVita position peaked at $3.64M in Q4 2016.
479 funds tracked by Wall St. Rank held DaVita as of Q4 2017.

Based on Skylands Capital's 13F filing for Q4 2017, filed 16 Jan 2018.