Epoch Investment Partners’s DaVita DVA Stock Holding History

Epoch Investment Partners’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 Q4	–	Sell	-1,838	Closed	-$244K	–	261
2025 Q3	$244K	Sell	1,838 -6,583	-78%	-$904K	﹤0.01%	268
2025 Q2	$1.2M	Sell	8,421 -399,500	-98%	-$56.6M	0.01%	238
2025 Q1	$62.4M	Buy	407,921 +39,485	+11%	+$6.2M	0.32%	123
2024 Q4	$55.1M	Buy	+368,436	New	+$57.8M	0.27%	140
2015 Q1	–	Sell	-12,429	Closed	-$941K	–	274
2014 Q4	$941K	Hold	12,429	–	–	﹤0.01%	236
2014 Q3	$909K	Sell	12,429 -658,796	-98%	-$48.2M	﹤0.01%	246
2014 Q2	$48.5M	Sell	671,225 -636,372	-49%	-$44.3M	0.19%	112
2014 Q1	$90M	Sell	1,307,597 -889,707	-40%	-$59.1M	0.36%	90
2013 Q4	$139M	Sell	2,197,304 -687,134	-24%	-$40.3M	0.59%	60
2013 Q3	$164M	Sell	2,884,438 -35,784	-1%	-$2.05M	0.73%	51
2013 Q2	$176M	Buy	+2,920,222	New	+$182M	0.88%	33

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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