EC
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Estate Counselors’s DaVita DVA Stock Holding History

Estate Counselors’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
2022
Q4 		– Sell
-9,825
Closed -$813K – 153
2022
Q3 		$813K Hold
9,825
– – 0.13% 97
2022
Q2 		$785K Buy
9,825
+35
+0.4% +$3.54K 0.12% 99
2022
Q1 		$1.11M Hold
9,790
– – 0.14% 81
2021
Q4 		$1.11M Buy
9,790
+205
+2% +$22K 0.14% 93
2021
Q3 		$1.11M Buy
9,585
+90
+0.9% +$11.3K 0.14% 91
2021
Q2 		$1.14M Buy
9,495
+195
+2% +$23.1K 0.15% 81
2021
Q1 		$1M Buy
+9,300
New +$1.03M 0.15% 107
2020
Q2 		– Sell
-5,860
Closed -$446K – 165
2020
Q1 		$446K Buy
+5,860
New +$461K 0.07% 85

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
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
GCM
Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return