FineMark National Bank & Trust’s Envista NVST Stock Holding History

FineMark National Bank & Trust’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	-208,269	Closed	-$5.01M	–	447
2023 Q4	$5.01M	Sell	208,269 -14,308	-6%	-$342K	0.2%	104
2023 Q3	$6.21M	Sell	222,577 -3,054	-1%	-$98.9K	0.27%	90
2023 Q2	$7.64M	Buy	225,631 +1,421	+0.6%	+$50.1K	0.31%	79
2023 Q1	$9.17M	Buy	224,210 +5,545	+3%	+$211K	0.39%	70
2022 Q4	$7.36M	Buy	218,665 +55,005	+34%	+$1.88M	0.33%	78
2022 Q3	$5.37M	Sell	163,660 -2,460	-1%	-$93.2K	0.26%	92
2022 Q2	$6.4M	Sell	166,120 -782	-0.5%	-$32.9K	0.28%	85
2022 Q1	$8.13M	Buy	166,902 +6,069	+4%	+$280K	0.32%	74
2021 Q4	$7.25M	Buy	160,833 +2,974	+2%	+$122K	0.27%	85
2021 Q3	$6.6M	Buy	+157,859	New	+$6.66M	0.28%	85

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

FineMark National Bank & Trust's NVST Position: Q1 2024 in Review

FineMark National Bank & Trust sold out of Envista (NVST) in Q1 2024, closing a stake of 208,269 shares — an estimated $5.01M sold.

FineMark National Bank & Trust first reported a position in NVST in Q3 2021 and held it in 10 quarters. The position peaked at $9.17M in Q1 2023. 302 funds tracked by Wall St. Rank hold NVST as of Q1 2024.

FineMark National Bank & Trust reported no remaining Envista position as of Q1 2024 after selling out during the quarter.
FineMark National Bank & Trust sold 208,269 Envista shares in Q1 2024, an estimated $5.01M.
FineMark National Bank & Trust first reported a position in Envista in Q3 2021 and held it in 10 quarters.
FineMark National Bank & Trust's Envista position peaked at $9.17M in Q1 2023.
302 funds tracked by Wall St. Rank held Envista as of Q1 2024.

Based on FineMark National Bank & Trust's 13F filing for Q1 2024, filed 14 May 2024.