Baird Financial Group
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Baird Financial Group’s Envista NVST Stock Holding History

Baird Financial Group’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
Q4 		– Sell
-13,423
Closed -$374K – 1774
2023
Q3 		$374K Buy
13,423
+45
+0.3% +$1.46K ﹤0.01% 1440
2023
Q2 		$453K Sell
13,378
-187
-1% -$6.6K ﹤0.01% 1380
2023
Q1 		$555K Buy
13,565
+481
+4% +$18.3K ﹤0.01% 1282
2022
Q4 		$440K Buy
13,084
+134
+1% +$4.58K ﹤0.01% 1338
2022
Q3 		$425K Buy
12,950
+560
+5% +$21.2K ﹤0.01% 1344
2022
Q2 		$478K Sell
12,390
-161
-1% -$6.77K ﹤0.01% 1360
2022
Q1 		$611K Sell
12,551
-5,070
-29% -$234K ﹤0.01% 1335
2021
Q4 		$794K Sell
17,621
-688
-4% -$28.3K ﹤0.01% 1287
2021
Q3 		$765K Buy
18,309
+2,732
+18% +$115K ﹤0.01% 1311
2021
Q2 		$673K Buy
15,577
+841
+6% +$36.5K ﹤0.01% 1319
2021
Q1 		$601K Buy
+14,736
New +$561K ﹤0.01% 1310

Other funds holding NVST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baird Financial Group's NVST Position: Q4 2023 in Review

Baird Financial Group sold out of Envista (NVST) in Q4 2023, closing a stake of 13,423 shares — an estimated $374K sold.

Baird Financial Group first reported a position in NVST in Q1 2021 and held it in 11 quarters. The position peaked at $794K in Q4 2021. 319 funds tracked by Wall St. Rank hold NVST as of Q4 2023.

  • Baird Financial Group reported no remaining Envista position as of Q4 2023 after selling out during the quarter.
  • Baird Financial Group sold 13,423 Envista shares in Q4 2023, an estimated $374K.
  • Baird Financial Group first reported a position in Envista in Q1 2021 and held it in 11 quarters.
  • Baird Financial Group's Envista position peaked at $794K in Q4 2021.
  • 319 funds tracked by Wall St. Rank held Envista as of Q4 2023.

Based on Baird Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.