Whitegate Investment Counselors’s American Renal Associates Holdings, Inc ARA Stock Holding History

Whitegate Investment Counselors’s Portfolio ARA Stock Details ARA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-594,284	Closed	-$4.1M	–	212
2020 Q3	$4.1M	Hold	594,284	–	–	0.75%	39
2020 Q2	$3.88M	Hold	594,284	–	–	0.77%	38
2020 Q1	$3.93M	Hold	594,284	–	–	0.95%	36
2019 Q4	$6.16M	Hold	594,284	–	–	1.12%	26
2019 Q3	$3.76M	Hold	594,284	–	–	0.74%	46
2019 Q2	$4.42M	Hold	594,284	–	–	0.89%	37
2019 Q1	$3.65M	Hold	594,284	–	–	0.76%	48
2018 Q4	$6.85M	Sell	594,284 -7,559	-1%	-$129K	1.58%	16
2018 Q3	$13M	Sell	601,843 -12,441	-2%	-$235K	2.66%	4
2018 Q2	$9.69M	Hold	614,284	–	–	1.98%	10
2018 Q1	$11.6M	Sell	614,284 -40,000	-6%	-$789K	2.47%	5
2017 Q4	$11.4M	Hold	654,284	–	–	2.38%	7
2017 Q3	$9.79M	Hold	654,284	–	–	2.16%	8
2017 Q2	$12.1M	Buy	+654,284	New	+$11.4M	2.74%	4

Other funds holding ARA

Centerbridge Partners New York $38.1M AUM 9.24% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Whitegate Investment Counselors's ARA Position: Q4 2020 in Review

Whitegate Investment Counselors sold out of American Renal Associates Holdings, Inc (ARA) in Q4 2020, closing a stake of 594,284 shares — an estimated $4.1M sold.

Whitegate Investment Counselors first reported a position in ARA in Q2 2017 and held it in 14 quarters. The position peaked at $13M in Q3 2018. 67 funds tracked by Wall St. Rank hold ARA as of Q4 2020.

Whitegate Investment Counselors reported no remaining American Renal Associates Holdings, Inc position as of Q4 2020 after selling out during the quarter.
Whitegate Investment Counselors sold 594,284 American Renal Associates Holdings, Inc shares in Q4 2020, an estimated $4.1M.
Whitegate Investment Counselors first reported a position in American Renal Associates Holdings, Inc in Q2 2017 and held it in 14 quarters.
Whitegate Investment Counselors's American Renal Associates Holdings, Inc position peaked at $13M in Q3 2018.
67 funds tracked by Wall St. Rank held American Renal Associates Holdings, Inc as of Q4 2020.

Based on Whitegate Investment Counselors's 13F filing for Q4 2020, filed 25 Jan 2021.