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Bollard Group’s Envista NVST Stock Holding History

Bollard 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
-97
Closed -$3K – 319
2023
Q3 		$3K Hold
97
– – ﹤0.01% 310
2023
Q2 		$3K Buy
+97
New +$3.42K ﹤0.01% 483
2022
Q2 		– Sell
-3,150
Closed -$153K – 369
2022
Q1 		$153K Hold
3,150
– – ﹤0.01% 250
2021
Q4 		$142K Hold
3,150
– – ﹤0.01% 265
2021
Q3 		$132K Hold
3,150
– – ﹤0.01% 262
2021
Q2 		$136K Hold
3,150
– – ﹤0.01% 256
2021
Q1 		$129K Hold
3,150
– – ﹤0.01% 252
2020
Q4 		$106K Hold
3,150
– – ﹤0.01% 260
2020
Q3 		$78K Hold
3,150
– – ﹤0.01% 279
2020
Q2 		$66K Buy
+3,150
New +$59K ﹤0.01% 306

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

Bollard Group's NVST Position: Q4 2023 in Review

Bollard Group sold out of Envista (NVST) in Q4 2023, closing a stake of 97 shares — an estimated $3K sold.

Bollard Group first reported a position in NVST in Q2 2020 and held it in 10 quarters. The position peaked at $153K in Q1 2022. 319 funds tracked by Wall St. Rank hold NVST as of Q4 2023.

  • Bollard Group reported no remaining Envista position as of Q4 2023 after selling out during the quarter.
  • Bollard Group sold 97 Envista shares in Q4 2023, an estimated $3K.
  • Bollard Group first reported a position in Envista in Q2 2020 and held it in 10 quarters.
  • Bollard Group's Envista position peaked at $153K in Q1 2022.
  • 319 funds tracked by Wall St. Rank held Envista as of Q4 2023.

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