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Freedom Investment Management’s Envista NVST Stock Holding History

Freedom Investment 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
2021
Q4 		– Sell
-5,043
Closed -$211K – 894
2021
Q3 		$211K Buy
5,043
+179
+4% +$7.55K 0.02% 751
2021
Q2 		$210K Buy
+4,864
New +$211K 0.02% 808

Other funds holding NVST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Freedom Investment Management's NVST Position: Q4 2021 in Review

Freedom Investment Management sold out of Envista (NVST) in Q4 2021, closing a stake of 5,043 shares — an estimated $211K sold.

Freedom Investment Management first reported a position in NVST in Q2 2021 and held it in 2 quarters. The position peaked at $211K in Q3 2021. 325 funds tracked by Wall St. Rank hold NVST as of Q4 2021.

  • Freedom Investment Management reported no remaining Envista position as of Q4 2021 after selling out during the quarter.
  • Freedom Investment Management sold 5,043 Envista shares in Q4 2021, an estimated $211K.
  • Freedom Investment Management first reported a position in Envista in Q2 2021 and held it in 2 quarters.
  • Freedom Investment Management's Envista position peaked at $211K in Q3 2021.
  • 325 funds tracked by Wall St. Rank held Envista as of Q4 2021.

Based on Freedom Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.