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Epoch Investment Partners’s Envista NVST Stock Holding History

Epoch Investment Partners’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
-6,714
Closed -$227K – 439
2023
Q2 		$227K Sell
6,714
-40,202
-86% -$1.42M ﹤0.01% 434
2023
Q1 		$1.92M Buy
+46,916
New +$1.78M 0.01% 323

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

Epoch Investment Partners's NVST Position: Q3 2023 in Review

Epoch Investment Partners sold out of Envista (NVST) in Q3 2023, closing a stake of 6,714 shares — an estimated $227K sold.

Epoch Investment Partners first reported a position in NVST in Q1 2023 and held it in 2 quarters. The position peaked at $1.92M in Q1 2023. 316 funds tracked by Wall St. Rank hold NVST as of Q3 2023.

  • Epoch Investment Partners reported no remaining Envista position as of Q3 2023 after selling out during the quarter.
  • Epoch Investment Partners sold 6,714 Envista shares in Q3 2023, an estimated $227K.
  • Epoch Investment Partners first reported a position in Envista in Q1 2023 and held it in 2 quarters.
  • Epoch Investment Partners's Envista position peaked at $1.92M in Q1 2023.
  • 316 funds tracked by Wall St. Rank held Envista as of Q3 2023.

Based on Epoch Investment Partners's 13F filing for Q3 2023, filed 13 Nov 2023.