Burney Company’s DaVita DVA Stock Holding History

Burney Company’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 Q1	–	Sell	-1,391	Closed	-$208K	–	583
2024 Q4	$208K	Sell	1,391 -268	-16%	-$42K	0.01%	569
2024 Q3	$272K	Sell	1,659 -260	-14%	-$38.4K	0.01%	533
2024 Q2	$266K	Sell	1,919 -435	-18%	-$60K	0.01%	532
2024 Q1	$325K	Sell	2,354 -506	-18%	-$60.7K	0.01%	514
2023 Q4	$300K	Sell	2,860 -1,094	-28%	-$101K	0.01%	500
2023 Q3	$374K	Sell	3,954 -928	-19%	-$94.7K	0.02%	445
2023 Q2	$490K	Sell	4,882 -400	-8%	-$37.1K	0.02%	414
2023 Q1	$428K	Sell	5,282 -955	-15%	-$76.5K	0.02%	432
2022 Q4	$466K	Sell	6,237 -1,007	-14%	-$78.2K	0.02%	415
2022 Q3	$600K	Sell	7,244 -1,163	-14%	-$102K	0.03%	376
2022 Q2	$672K	Sell	8,407 -1,685	-17%	-$171K	0.04%	360
2022 Q1	$1.14M	Sell	10,092 -1,161	-10%	-$130K	0.05%	311
2021 Q4	$1.28M	Sell	11,253 -27,698	-71%	-$2.98M	0.06%	287
2021 Q3	$4.53M	Buy	38,951 +8,483	+28%	+$1.06M	0.21%	137
2021 Q2	$3.67M	Buy	+30,468	New	+$3.61M	0.17%	156

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors

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