MCF Advisors’s DaVita DVA Stock Holding History

MCF Advisors’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	-13	Closed	-$1.95K	–	936
2024 Q4	$1.95K	Hold	13	–	–	﹤0.01%	850
2024 Q3	$2.13K	Hold	13	–	–	﹤0.01%	839
2024 Q2	$1.8K	Hold	13	–	–	﹤0.01%	857
2024 Q1	$1.79K	Hold	13	–	–	﹤0.01%	829
2023 Q4	$1.36K	Hold	13	–	–	﹤0.01%	811
2023 Q3	$1.23K	Hold	13	–	–	﹤0.01%	811
2023 Q2	$1.31K	Hold	13	–	–	﹤0.01%	756
2023 Q1	$1.05K	Hold	13	–	–	﹤0.01%	762
2022 Q4	$971	Buy	13 +5	+63%	+$388	﹤0.01%	744
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	732
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	689
2022 Q1	$1K	Buy	+8	New	+$898	﹤0.01%	696
2021 Q4	–	Sell	-8	Closed	-$1K	–	221
2021 Q3	$1K	Buy	+8	New	+$1K	﹤0.01%	677

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