Waverton Investment Management’s DaVita DVA Stock Holding History

Waverton Investment 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 Q2	–	Sell	-62,200	Closed	-$4.23M	–	84
2017 Q1	$4.23M	Hold	62,200	–	–	0.27%	42
2016 Q4	$3.99M	Hold	62,200	–	–	0.26%	55
2016 Q3	$4.11M	Hold	62,200	–	–	0.28%	54
2016 Q2	$4.81M	Hold	62,200	–	–	0.36%	45
2016 Q1	$4.56M	Hold	62,200	–	–	0.35%	48
2015 Q4	$4.34M	Hold	62,200	–	–	0.33%	52
2015 Q3	$4.5M	Hold	62,200	–	–	0.36%	48
2015 Q2	$4.94M	Hold	62,200	–	–	0.37%	48
2015 Q1	$5.06M	Hold	62,200	–	–	0.36%	45
2014 Q4	$4.71M	Hold	62,200	–	–	0.33%	46
2014 Q3	$4.55M	Hold	62,200	–	–	0.31%	50
2014 Q2	$4.5M	Hold	62,200	–	–	0.29%	53
2014 Q1	$4.28M	Buy	62,200 +31,100	+100%	+$2.07M	0.2%	91
2013 Q4	$1.97M	Hold	31,100	–	–	0.1%	140
2013 Q3	$1.77M	Sell	31,100 -33,200	-52%	-$1.9M	0.1%	154
2013 Q2	$3.88M	Buy	+64,300	New	+$4.02M	0.34%	42

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

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

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Neuberger Berman Group

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