Emerald Advisers’s Envista NVST Stock Holding History

Emerald Advisers’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 Q1	–	Sell	-20,143	Closed	-$485K	–	259
2023 Q4	$485K	Sell	20,143 -372	-2%	-$8.89K	0.02%	177
2023 Q3	$572K	Sell	20,515 -453	-2%	-$14.7K	0.03%	163
2023 Q2	$710K	Buy	+20,968	New	+$740K	0.03%	159

Other funds holding NVST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Emerald Advisers's NVST Position: Q1 2024 in Review

Emerald Advisers sold out of Envista (NVST) in Q1 2024, closing a stake of 20,143 shares — an estimated $485K sold.

Emerald Advisers first reported a position in NVST in Q2 2023 and held it in 3 quarters. The position peaked at $710K in Q2 2023. 302 funds tracked by Wall St. Rank hold NVST as of Q1 2024.

Emerald Advisers reported no remaining Envista position as of Q1 2024 after selling out during the quarter.
Emerald Advisers sold 20,143 Envista shares in Q1 2024, an estimated $485K.
Emerald Advisers first reported a position in Envista in Q2 2023 and held it in 3 quarters.
Emerald Advisers's Envista position peaked at $710K in Q2 2023.
302 funds tracked by Wall St. Rank held Envista as of Q1 2024.

Based on Emerald Advisers's 13F filing for Q1 2024, filed 8 May 2024.