Virtus Investment Advisers’s DaVita DVA Stock Holding History

Virtus Investment Advisers’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	-1,058	Closed	-$158K	–	533
2024 Q4	$158K	Sell	1,058 -695	-40%	-$109K	0.12%	219
2024 Q3	$287K	Sell	1,753 -628	-26%	-$92.8K	0.23%	143
2024 Q2	$330K	Sell	2,381 -943	-28%	-$130K	0.28%	112
2024 Q1	$459K	Sell	3,324 -285	-8%	-$34.2K	0.33%	97
2023 Q4	$378K	Buy	3,609 +660	+22%	+$61K	0.28%	112
2023 Q3	$279K	Sell	2,949 -344	-10%	-$35.1K	0.19%	134
2023 Q2	$331K	Buy	+3,293	New	+$306K	0.22%	122
2018 Q1	–	Sell	-639	Closed	-$46K	–	130
2017 Q4	$46K	Sell	639 -48	-7%	-$2.95K	0.01%	498
2017 Q3	$41K	Sell	687 -76	-10%	-$4.57K	﹤0.01%	496
2017 Q2	$49K	Buy	763 +16	+2%	+$1.06K	﹤0.01%	497
2017 Q1	$51K	Buy	+747	New	+$49.5K	﹤0.01%	466
2016 Q4	–	Sell	-3,518	Closed	-$232K	–	488
2016 Q3	$232K	Buy	+3,518	New	+$248K	0.01%	430

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