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Congress Asset Management’s Envista NVST Stock Holding History

Congress Asset 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
Q4 		– Sell
-95,739
Closed -$2.67M – 383
2023
Q3 		$2.67M Buy
95,739
+7,369
+8% +$239K 0.02% 265
2023
Q2 		$2.99M Buy
88,370
+2,113
+2% +$74.5K 0.03% 257
2023
Q1 		$3.53M Sell
86,257
-1,377
-2% -$52.4K 0.03% 240
2022
Q4 		$2.95M Sell
87,634
-9,569
-10% -$327K 0.03% 252
2022
Q3 		$3.19M Sell
97,203
-69,602
-42% -$2.64M 0.03% 235
2022
Q2 		$6.43M Sell
166,805
-11,134
-6% -$468K 0.06% 194
2022
Q1 		$8.67M Buy
177,939
+16,438
+10% +$758K 0.07% 177
2021
Q4 		$7.28M Sell
161,501
-24,435
-13% -$1M 0.06% 201
2021
Q3 		$7.77M Buy
+185,936
New +$7.84M 0.06% 186

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

Congress Asset Management's NVST Position: Q4 2023 in Review

Congress Asset Management sold out of Envista (NVST) in Q4 2023, closing a stake of 95,739 shares — an estimated $2.67M sold.

Congress Asset Management first reported a position in NVST in Q3 2021 and held it in 9 quarters. The position peaked at $8.67M in Q1 2022. 319 funds tracked by Wall St. Rank hold NVST as of Q4 2023.

  • Congress Asset Management reported no remaining Envista position as of Q4 2023 after selling out during the quarter.
  • Congress Asset Management sold 95,739 Envista shares in Q4 2023, an estimated $2.67M.
  • Congress Asset Management first reported a position in Envista in Q3 2021 and held it in 9 quarters.
  • Congress Asset Management's Envista position peaked at $8.67M in Q1 2022.
  • 319 funds tracked by Wall St. Rank held Envista as of Q4 2023.

Based on Congress Asset Management's 13F filing for Q4 2023, filed 4 Mar 2024.