American Trust’s Envista NVST Stock Holding History

American Trust’s Portfolio NVST Stock Details NVST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,526	Closed	-$226K	–	457
2023 Q1	$226K	Buy	+5,526	New	+$210K	0.02%	380

Other funds holding NVST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

American Trust's NVST Position: Q2 2023 in Review

American Trust sold out of Envista (NVST) in Q2 2023, closing a stake of 5,526 shares — an estimated $226K sold.

American Trust first reported a position in NVST in Q1 2023 and held it in 1 quarter. The position peaked at $226K in Q1 2023. 321 funds tracked by Wall St. Rank hold NVST as of Q2 2023.

American Trust reported no remaining Envista position as of Q2 2023 after selling out during the quarter.
American Trust sold 5,526 Envista shares in Q2 2023, an estimated $226K.
American Trust first reported a position in Envista in Q1 2023 and held it in 1 quarter.
American Trust's Envista position peaked at $226K in Q1 2023.
321 funds tracked by Wall St. Rank held Envista as of Q2 2023.

Based on American Trust's 13F filing for Q2 2023, filed 14 Aug 2023.