INTECH Investment Management’s DaVita DVA Stock Holding History

INTECH Investment Management’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	-27,441	Closed	-$3.65M	–	2364
2025 Q3	$3.65M	Buy	27,441 +15,104	+122%	+$2.07M	0.03%	482
2025 Q2	$1.76M	Sell	12,337 -275	-2%	-$39K	0.02%	844
2025 Q1	$1.93M	Sell	12,612 -14,653	-54%	-$2.3M	0.02%	772
2024 Q4	$4.08M	Buy	27,265 +328	+1%	+$51.4K	0.04%	392
2024 Q3	$4.42M	Sell	26,937 -2,864	-10%	-$423K	0.05%	281
2024 Q2	$4.13M	Sell	29,801 -28,449	-49%	-$3.92M	0.05%	281
2024 Q1	$8.04M	Sell	58,250 -23,245	-29%	-$2.79M	0.11%	160
2023 Q4	$8.54M	Sell	81,495 -3,060	-4%	-$283K	0.12%	174
2023 Q3	$7.99M	Sell	84,555 -17,525	-17%	-$1.79M	0.12%	189
2023 Q2	$10.3M	Sell	102,080 -40,379	-28%	-$3.75M	0.11%	205
2023 Q1	$11.6M	Sell	142,459 -46,390	-25%	-$3.72M	0.09%	260
2022 Q4	$14.1M	Sell	188,849 -39,780	-17%	-$3.09M	0.11%	237
2022 Q3	$18.9M	Sell	228,629 -199,615	-47%	-$17.5M	0.14%	188
2022 Q2	$34.2M	Buy	+428,244	New	+$43.3M	0.2%	142

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