B. Metzler seel. Sohn & Co’s DaVita DVA Stock Holding History

B. Metzler seel. Sohn & 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
2025 Q3	–	Sell	-5,845	Closed	-$833K	–	730
2025 Q2	$833K	Buy	5,845 +3,271	+127%	+$463K	0.01%	572
2025 Q1	$394K	Sell	2,574 -2,295	-47%	-$361K	﹤0.01%	659
2024 Q4	$728K	Sell	4,869 -764	-14%	-$120K	0.01%	591
2024 Q3	$923K	Sell	5,633 -433	-7%	-$64K	0.01%	561
2024 Q2	$841K	Buy	6,066 +1,726	+40%	+$238K	0.01%	556
2024 Q1	$599K	Buy	4,340 +1,883	+77%	+$226K	0.01%	593
2023 Q4	$257K	Hold	2,457	–	–	﹤0.01%	705
2023 Q3	$232K	Buy	+2,457	New	+$251K	﹤0.01%	686
2022 Q2	–	Sell	-2,854	Closed	-$323K	–	735
2022 Q1	$323K	Hold	2,854	–	–	﹤0.01%	675
2021 Q4	$323K	Sell	2,854 -1,575	-36%	-$169K	﹤0.01%	634
2021 Q3	$515K	Sell	4,429 -1,500	-25%	-$188K	0.01%	556
2021 Q2	$714K	Sell	5,929 -93	-2%	-$11K	0.01%	496
2021 Q1	$649K	Sell	6,022 -1,573	-21%	-$175K	0.01%	504
2020 Q4	$914K	Buy	+7,595	New	+$774K	0.02%	416

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return