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Evergreen Capital Management’s Envista NVST Stock Holding History

Evergreen Capital Management’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
2025
Q1 		– Sell
-14,588
Closed -$281K – 1155
2024
Q4 		$281K Buy
+14,588
New +$288K 0.01% 768

Other funds holding NVST

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Vanguard Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Evergreen Capital Management's NVST Position: Q1 2025 in Review

Evergreen Capital Management sold out of Envista (NVST) in Q1 2025, closing a stake of 14,588 shares — an estimated $281K sold.

Evergreen Capital Management first reported a position in NVST in Q4 2024 and held it in 1 quarter. The position peaked at $281K in Q4 2024. 288 funds tracked by Wall St. Rank hold NVST as of Q1 2025.

  • Evergreen Capital Management reported no remaining Envista position as of Q1 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 14,588 Envista shares in Q1 2025, an estimated $281K.
  • Evergreen Capital Management first reported a position in Envista in Q4 2024 and held it in 1 quarter.
  • Evergreen Capital Management's Envista position peaked at $281K in Q4 2024.
  • 288 funds tracked by Wall St. Rank held Envista as of Q1 2025.

Based on Evergreen Capital Management's 13F filing for Q1 2025, filed 15 May 2025.