Boston Family Office’s Envista NVST Stock Holding History

Boston Family Office’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	-8,514	Closed	-$348K	–	265
2023 Q1	$348K	Hold	8,514	–	–	0.03%	219
2022 Q4	$287K	Hold	8,514	–	–	0.02%	235
2022 Q3	$280K	Hold	8,514	–	–	0.02%	231
2022 Q2	$328K	Hold	8,514	–	–	0.03%	226
2022 Q1	$415K	Hold	8,514	–	–	0.03%	220
2021 Q4	$384K	Hold	8,514	–	–	0.03%	231
2021 Q3	$356K	Hold	8,514	–	–	0.03%	227
2021 Q2	$368K	Hold	8,514	–	–	0.03%	227
2021 Q1	$347K	Hold	8,514	–	–	0.03%	232
2020 Q4	$287K	Sell	8,514 -26,720	-76%	-$775K	0.02%	237
2020 Q3	$870K	Hold	35,234	–	–	0.08%	156
2020 Q2	$743K	Hold	35,234	–	–	0.07%	161
2020 Q1	$526K	Buy	+35,234	New	+$902K	0.06%	167

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

Boston Family Office's NVST Position: Q2 2023 in Review

Boston Family Office sold out of Envista (NVST) in Q2 2023, closing a stake of 8,514 shares — an estimated $348K sold.

Boston Family Office first reported a position in NVST in Q1 2020 and held it in 13 quarters. The position peaked at $870K in Q3 2020. 321 funds tracked by Wall St. Rank hold NVST as of Q2 2023.

Boston Family Office reported no remaining Envista position as of Q2 2023 after selling out during the quarter.
Boston Family Office sold 8,514 Envista shares in Q2 2023, an estimated $348K.
Boston Family Office first reported a position in Envista in Q1 2020 and held it in 13 quarters.
Boston Family Office's Envista position peaked at $870K in Q3 2020.
321 funds tracked by Wall St. Rank held Envista as of Q2 2023.

Based on Boston Family Office's 13F filing for Q2 2023, filed 14 Aug 2023.