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Whitnell & Co’s DaVita DVA Stock Holding History

Whitnell & Co’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
2013
Q3 		– Sell
-222
Closed -$13K – 285
2013
Q2 		$13K Buy
+222
New +$13.9K 0.01% 258

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return

Whitnell & Co's DVA Position: Q3 2013 in Review

Whitnell & Co sold out of DaVita (DVA) in Q3 2013, closing a stake of 222 shares — an estimated $13K sold.

Whitnell & Co first reported a position in DVA in Q2 2013 and held it in 1 quarter. The position peaked at $13K in Q2 2013. 414 funds tracked by Wall St. Rank hold DVA as of Q3 2013.

  • Whitnell & Co reported no remaining DaVita position as of Q3 2013 after selling out during the quarter.
  • Whitnell & Co sold 222 DaVita shares in Q3 2013, an estimated $13K.
  • Whitnell & Co first reported a position in DaVita in Q2 2013 and held it in 1 quarter.
  • Whitnell & Co's DaVita position peaked at $13K in Q2 2013.
  • 414 funds tracked by Wall St. Rank held DaVita as of Q3 2013.

Based on Whitnell & Co's 13F filing for Q3 2013, filed 12 Nov 2013.