Echo Street Capital Management’s Envista NVST Stock Holding History

Echo Street 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 Q4	–	Sell	-17,140	Closed	-$478K	–	300
2023 Q3	$478K	Buy	17,140 +7,135	+71%	+$231K	﹤0.01%	275
2023 Q2	$339K	Buy	+10,005	New	+$353K	﹤0.01%	359
2023 Q1	–	Sell	-14,090	Closed	-$474K	–	572
2022 Q4	$474K	Buy	+14,090	New	+$482K	﹤0.01%	294
2022 Q3	–	Sell	-6,656	Closed	-$257K	–	656
2022 Q2	$257K	Buy	+6,656	New	+$280K	﹤0.01%	457
2021 Q3	–	Sell	-7,375	Closed	-$319K	–	710
2021 Q2	$319K	Sell	7,375 -3,342	-31%	-$145K	﹤0.01%	475
2021 Q1	$437K	Buy	+10,717	New	+$408K	﹤0.01%	336

Other funds holding NVST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Echo Street Capital Management's NVST Position: Q4 2023 in Review

Echo Street Capital Management sold out of Envista (NVST) in Q4 2023, closing a stake of 17,140 shares — an estimated $478K sold.

Echo Street Capital Management first reported a position in NVST in Q1 2021 and held it in 6 quarters. The position peaked at $478K in Q3 2023. 319 funds tracked by Wall St. Rank hold NVST as of Q4 2023.

Echo Street Capital Management reported no remaining Envista position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 17,140 Envista shares in Q4 2023, an estimated $478K.
Echo Street Capital Management first reported a position in Envista in Q1 2021 and held it in 6 quarters.
Echo Street Capital Management's Envista position peaked at $478K in Q3 2023.
319 funds tracked by Wall St. Rank held Envista as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.