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 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 $3.38T AUM 44.17% 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

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

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

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

Waverton Investment Management's DVA Position: Q2 2017 in Review

Waverton Investment Management sold out of DaVita (DVA) in Q2 2017, closing a stake of 62,200 shares — an estimated $4.23M sold.

Waverton Investment Management first reported a position in DVA in Q2 2013 and held it in 16 quarters. The position peaked at $5.06M in Q1 2015. 477 funds tracked by Wall St. Rank hold DVA as of Q2 2017.

Waverton Investment Management reported no remaining DaVita position as of Q2 2017 after selling out during the quarter.
Waverton Investment Management sold 62,200 DaVita shares in Q2 2017, an estimated $4.23M.
Waverton Investment Management first reported a position in DaVita in Q2 2013 and held it in 16 quarters.
Waverton Investment Management's DaVita position peaked at $5.06M in Q1 2015.
477 funds tracked by Wall St. Rank held DaVita as of Q2 2017.

Based on Waverton Investment Management's 13F filing for Q2 2017, filed 11 Jul 2017.