GoalVest Advisory’s Integra LifeSciences IART Stock Holding History

GoalVest Advisory’s Portfolio IART Stock Details IART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-90	Closed	-$3.44K	–	425
2023 Q3	$3.44K	Buy	90 +4	+5%	+$168	﹤0.01%	379
2023 Q2	$3.54K	Buy	+86	New	+$4.14K	﹤0.01%	321

Other funds holding IART

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GoalVest Advisory's IART Position: Q4 2023 in Review

GoalVest Advisory sold out of Integra LifeSciences (IART) in Q4 2023, closing a stake of 90 shares — an estimated $3.44K sold.

GoalVest Advisory first reported a position in IART in Q2 2023 and held it in 2 quarters. The position peaked at $3.54K in Q2 2023. 284 funds tracked by Wall St. Rank hold IART as of Q4 2023.

GoalVest Advisory reported no remaining Integra LifeSciences position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 90 Integra LifeSciences shares in Q4 2023, an estimated $3.44K.
GoalVest Advisory first reported a position in Integra LifeSciences in Q2 2023 and held it in 2 quarters.
GoalVest Advisory's Integra LifeSciences position peaked at $3.54K in Q2 2023.
284 funds tracked by Wall St. Rank held Integra LifeSciences as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.