Bank of Montreal
NUVA

Bank of Montreal’s NuVasive, Inc. NUVA Stock Holding History

Bank of Montreal’s Portfolio NUVA Stock Details NUVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,500
Closed -$250K – 4374
2017
Q3 		$250K Buy
+4,500
New +$298K ﹤0.01% 2572

Other funds holding NUVA

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Bank of Montreal's NUVA Position: Q3 2023 in Review

Bank of Montreal sold out of NuVasive, Inc. (NUVA) in Q3 2023, closing a stake of 8,020 shares — an estimated $335K sold.

Bank of Montreal first reported a position in NUVA in Q2 2013 and held it in 41 quarters. The position peaked at $5.78M in Q4 2020. 2 funds tracked by Wall St. Rank hold NUVA as of Q3 2023.

  • Bank of Montreal reported no remaining NuVasive, Inc. position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 8,020 NuVasive, Inc. shares in Q3 2023, an estimated $335K.
  • Bank of Montreal first reported a position in NuVasive, Inc. in Q2 2013 and held it in 41 quarters.
  • Bank of Montreal's NuVasive, Inc. position peaked at $5.78M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.