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Disciplined Investments’s Envista NVST Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-33
Closed -$1.12K – 1080
2023
Q2 		$1.12K Sell
33
-2
-6% -$71 ﹤0.01% 919
2023
Q1 		$1.43K Buy
35
+10
+40% +$380 ﹤0.01% 813
2022
Q4 		$842 Buy
25
+12
+92% +$410 ﹤0.01% 972
2022
Q3 		$0 Sell
13
-25
-66% -$947 ﹤0.01% 1488
2022
Q2 		$1K Buy
38
+5
+15% +$210 ﹤0.01% 1038
2022
Q1 		$2K Buy
+33
New +$1.52K ﹤0.01% 755

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Disciplined Investments's NVST Position: Q3 2023 in Review

Disciplined Investments sold out of Envista (NVST) in Q3 2023, closing a stake of 33 shares — an estimated $1.12K sold.

Disciplined Investments first reported a position in NVST in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 316 funds tracked by Wall St. Rank hold NVST as of Q3 2023.

  • Disciplined Investments reported no remaining Envista position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 33 Envista shares in Q3 2023, an estimated $1.12K.
  • Disciplined Investments first reported a position in Envista in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Envista position peaked at $2K in Q1 2022.
  • 316 funds tracked by Wall St. Rank held Envista as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.