EP
NUVA

Edgestream Partners’s NuVasive, Inc. NUVA Stock Holding History

Edgestream Partners’s Portfolio NUVA Stock Details NUVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,760
Closed -$285K – 605
2021
Q3 		$285K Sell
4,760
-20,998
-82% -$1.29M 0.02% 437
2021
Q2 		$1.75M Buy
+25,758
New +$1.76M 0.1% 236

Other funds holding NUVA

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Edgestream Partners's NUVA Position: Q4 2021 in Review

Edgestream Partners sold out of NuVasive, Inc. (NUVA) in Q4 2021, closing a stake of 4,760 shares — an estimated $285K sold.

Edgestream Partners first reported a position in NUVA in Q2 2021 and held it in 2 quarters. The position peaked at $1.75M in Q2 2021. 249 funds tracked by Wall St. Rank hold NUVA as of Q4 2021.

  • Edgestream Partners reported no remaining NuVasive, Inc. position as of Q4 2021 after selling out during the quarter.
  • Edgestream Partners sold 4,760 NuVasive, Inc. shares in Q4 2021, an estimated $285K.
  • Edgestream Partners first reported a position in NuVasive, Inc. in Q2 2021 and held it in 2 quarters.
  • Edgestream Partners's NuVasive, Inc. position peaked at $1.75M in Q2 2021.
  • 249 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q4 2021.

Based on Edgestream Partners's 13F filing for Q4 2021, filed 15 Feb 2022.