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Cresset Asset Management’s Envista NVST Stock Holding History

Cresset 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
2024
Q4 		– Sell
-35,205
Closed -$696K – 2067
2024
Q3 		$696K Sell
35,205
-3,027
-8% -$52.7K ﹤0.01% 1348
2024
Q2 		$636K Buy
38,232
+23,115
+153% +$437K ﹤0.01% 1330
2024
Q1 		$323K Buy
15,117
+5,364
+55% +$122K ﹤0.01% 1545
2023
Q4 		$235K Buy
+9,753
New +$233K ﹤0.01% 1614

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cresset Asset Management's NVST Position: Q4 2024 in Review

Cresset Asset Management sold out of Envista (NVST) in Q4 2024, closing a stake of 35,205 shares — an estimated $696K sold.

Cresset Asset Management first reported a position in NVST in Q4 2023 and held it in 4 quarters. The position peaked at $696K in Q3 2024. 290 funds tracked by Wall St. Rank hold NVST as of Q4 2024.

  • Cresset Asset Management reported no remaining Envista position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 35,205 Envista shares in Q4 2024, an estimated $696K.
  • Cresset Asset Management first reported a position in Envista in Q4 2023 and held it in 4 quarters.
  • Cresset Asset Management's Envista position peaked at $696K in Q3 2024.
  • 290 funds tracked by Wall St. Rank held Envista as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.