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Burns Matteson Capital Management’s Envista NVST Stock Holding History

Burns Matteson Capital Management’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
-17,609
Closed -$720K – 172
2023
Q1 		$720K Buy
+17,609
New +$669K 0.46% 45

Other funds holding NVST

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Burns Matteson Capital Management's NVST Position: Q2 2023 in Review

Burns Matteson Capital Management sold out of Envista (NVST) in Q2 2023, closing a stake of 17,609 shares — an estimated $720K sold.

Burns Matteson Capital Management first reported a position in NVST in Q1 2023 and held it in 1 quarter. The position peaked at $720K in Q1 2023. 321 funds tracked by Wall St. Rank hold NVST as of Q2 2023.

  • Burns Matteson Capital Management reported no remaining Envista position as of Q2 2023 after selling out during the quarter.
  • Burns Matteson Capital Management sold 17,609 Envista shares in Q2 2023, an estimated $720K.
  • Burns Matteson Capital Management first reported a position in Envista in Q1 2023 and held it in 1 quarter.
  • Burns Matteson Capital Management's Envista position peaked at $720K in Q1 2023.
  • 321 funds tracked by Wall St. Rank held Envista as of Q2 2023.

Based on Burns Matteson Capital Management's 13F filing for Q2 2023, filed 12 Dec 2023.