First Citizens Bank & Trust’s DaVita DVA Stock Holding History

First Citizens Bank & Trust’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	-20,091	Closed	-$3M	–	520
2024 Q4	$3M	Sell	20,091 -1,907	-9%	-$299K	0.06%	147
2024 Q3	$3.61M	Sell	21,998 -297	-1%	-$43.9K	0.08%	139
2024 Q2	$3.09M	Sell	22,295 -2,930	-12%	-$404K	0.06%	150
2024 Q1	$3.48M	Buy	25,225 +924	+4%	+$111K	0.07%	136
2023 Q4	$2.55M	Buy	24,301 +10	+0%	+$924	0.05%	142
2023 Q3	$2.3M	Sell	24,291 -11,496	-32%	-$1.17M	0.04%	144
2023 Q2	$3.6M	Sell	35,787 -679	-2%	-$63K	0.07%	113
2023 Q1	$2.96M	Buy	+36,466	New	+$2.92M	0.06%	123
2015 Q2	–	Sell	-2,800	Closed	-$228K	–	419
2015 Q1	$228K	Hold	2,800	–	–	0.02%	351
2014 Q4	$212K	Buy	+2,800	New	+$211K	0.02%	310
2013 Q4	–	Sell	-17,342	Closed	-$987K	–	463
2013 Q3	$987K	Hold	17,342	–	–	0.04%	419
2013 Q2	$1.05M	Buy	+17,342	New	+$1.08M	0.04%	383

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