Halpern Financial’s NuVasive, Inc. NUVA Stock Holding History

Halpern Financial’s Portfolio NUVA Stock Details NUVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-34	Closed	-$1.67K	–	332
2022 Q2	$1.67K	Buy	+34	New	+$1.82K	﹤0.01%	255

Other funds holding NUVA

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Halpern Financial's NUVA Position: Q3 2022 in Review

Halpern Financial sold out of NuVasive, Inc. (NUVA) in Q3 2022, closing a stake of 34 shares — an estimated $1.67K sold.

Halpern Financial first reported a position in NUVA in Q2 2022 and held it in 1 quarter. The position peaked at $1.67K in Q2 2022. 232 funds tracked by Wall St. Rank hold NUVA as of Q3 2022.

Halpern Financial reported no remaining NuVasive, Inc. position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 34 NuVasive, Inc. shares in Q3 2022, an estimated $1.67K.
Halpern Financial first reported a position in NuVasive, Inc. in Q2 2022 and held it in 1 quarter.
Halpern Financial's NuVasive, Inc. position peaked at $1.67K in Q2 2022.
232 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.