John W. Brooker & Co’s DaVita DVA Stock Holding History

John W. Brooker & Co’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
2024 Q3	–	Sell	-3,266	Closed	-$453K	–	77
2024 Q2	$453K	Hold	3,266	–	–	0.23%	57
2024 Q1	$451K	Hold	3,266	–	–	0.24%	55
2023 Q4	$342K	Hold	3,266	–	–	0.2%	57
2023 Q3	$309K	Hold	3,266	–	–	0.2%	56
2023 Q2	$328K	Hold	3,266	–	–	0.21%	56
2023 Q1	$276K	Hold	3,266	–	–	0.18%	55
2022 Q4	$244K	Hold	3,266	–	–	0.16%	56
2022 Q3	$270K	Hold	3,266	–	–	0.17%	51
2022 Q2	$261K	Hold	3,266	–	–	0.16%	46
2022 Q1	$369K	Hold	3,266	–	–	0.2%	41
2021 Q4	$372K	Hold	3,266	–	–	0.19%	43
2021 Q3	$380K	Hold	3,266	–	–	0.21%	39
2021 Q2	$393K	Hold	3,266	–	–	0.23%	37
2021 Q1	$352K	Hold	3,266	–	–	0.22%	39
2020 Q4	$383K	Hold	3,266	–	–	0.25%	35
2020 Q3	$280K	Hold	3,266	–	–	0.2%	41
2020 Q2	$258K	Hold	3,266	–	–	0.18%	43
2020 Q1	$248K	Hold	3,266	–	–	0.18%	44
2019 Q4	$245K	Buy	+3,266	New	+$217K	0.16%	47

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return