Ergoteles’s Envista NVST Stock Holding History

Ergoteles’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	-36,072	Closed	-$1.22M	–	581
2023 Q2	$1.22M	Buy	+36,072	New	+$1.27M	0.06%	409
2022 Q3	–	Sell	-28,221	Closed	-$1.09M	–	1847
2022 Q2	$1.09M	Buy	+28,221	New	+$1.19M	0.03%	515

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Ergoteles's NVST Position: Q3 2023 in Review

Ergoteles sold out of Envista (NVST) in Q3 2023, closing a stake of 36,072 shares — an estimated $1.22M sold.

Ergoteles first reported a position in NVST in Q2 2022 and held it in 2 quarters. The position peaked at $1.22M in Q2 2023. 316 funds tracked by Wall St. Rank hold NVST as of Q3 2023.

Ergoteles reported no remaining Envista position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 36,072 Envista shares in Q3 2023, an estimated $1.22M.
Ergoteles first reported a position in Envista in Q2 2022 and held it in 2 quarters.
Ergoteles's Envista position peaked at $1.22M in Q2 2023.
316 funds tracked by Wall St. Rank held Envista as of Q3 2023.

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