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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 $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Burney Company's DVA Position: Q1 2025 in Review

Burney Company sold out of DaVita (DVA) in Q1 2025, closing a stake of 1,391 shares — an estimated $208K sold.

Burney Company first reported a position in DVA in Q2 2021 and held it in 15 quarters. The position peaked at $4.53M in Q3 2021. 597 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

  • Burney Company reported no remaining DaVita position as of Q1 2025 after selling out during the quarter.
  • Burney Company sold 1,391 DaVita shares in Q1 2025, an estimated $208K.
  • Burney Company first reported a position in DaVita in Q2 2021 and held it in 15 quarters.
  • Burney Company's DaVita position peaked at $4.53M in Q3 2021.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on Burney Company's 13F filing for Q1 2025, filed 6 May 2025.