Ergoteles’s NuVasive, Inc. NUVA Stock Holding History

Ergoteles’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
2023 Q3	–	Sell	-162,151	Closed	-$6.74M	–	968
2023 Q2	$6.74M	Buy	162,151 +104,195	+180%	+$4.28M	0.32%	73
2023 Q1	$2.39M	Buy	+57,956	New	+$2.48M	0.09%	221
2021 Q3	–	Sell	-7,957	Closed	-$539K	–	1803
2021 Q2	$539K	Buy	+7,957	New	+$543K	0.01%	774

Other funds holding NUVA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ergoteles's NUVA Position: Q3 2023 in Review

Ergoteles sold out of NuVasive, Inc. (NUVA) in Q3 2023, closing a stake of 162,151 shares — an estimated $6.74M sold.

Ergoteles first reported a position in NUVA in Q2 2021 and held it in 3 quarters. The position peaked at $6.74M in Q2 2023. 2 funds tracked by Wall St. Rank hold NUVA as of Q3 2023.

Ergoteles reported no remaining NuVasive, Inc. position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 162,151 NuVasive, Inc. shares in Q3 2023, an estimated $6.74M.
Ergoteles first reported a position in NuVasive, Inc. in Q2 2021 and held it in 3 quarters.
Ergoteles's NuVasive, Inc. position peaked at $6.74M in Q2 2023.
2 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2023.

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