Homestead Advisers’s NuVasive, Inc. NUVA Stock Holding History

Homestead Advisers’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
2023 Q3	–	Sell	-88,300	Closed	-$3.67M	–	134
2023 Q2	$3.67M	Hold	88,300	–	–	0.1%	79
2023 Q1	$3.65M	Sell	88,300 -14,900	-14%	-$637K	0.1%	79
2022 Q4	$4.26M	Hold	103,200	–	–	0.11%	73
2022 Q3	$4.52M	Buy	103,200 +13,400	+15%	+$650K	0.14%	67
2022 Q2	$4.42M	Buy	89,800 +26,300	+41%	+$1.41M	0.12%	70
2022 Q1	$3.6M	Hold	63,500	–	–	0.09%	86
2021 Q4	$3.33M	Hold	63,500	–	–	0.08%	90
2021 Q3	$3.8M	Buy	63,500 +6,700	+12%	+$413K	0.09%	88
2021 Q2	$3.85M	Hold	56,800	–	–	0.09%	90
2021 Q1	$3.72M	Hold	56,800	–	–	0.09%	86
2020 Q4	$3.2M	Buy	+56,800	New	+$2.79M	0.08%	92

Other funds holding NUVA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Homestead Advisers's NUVA Position: Q3 2023 in Review

Homestead Advisers sold out of NuVasive, Inc. (NUVA) in Q3 2023, closing a stake of 88,300 shares — an estimated $3.67M sold.

Homestead Advisers first reported a position in NUVA in Q4 2020 and held it in 11 quarters. The position peaked at $4.52M in Q3 2022. 2 funds tracked by Wall St. Rank hold NUVA as of Q3 2023.

Homestead Advisers reported no remaining NuVasive, Inc. position as of Q3 2023 after selling out during the quarter.
Homestead Advisers sold 88,300 NuVasive, Inc. shares in Q3 2023, an estimated $3.67M.
Homestead Advisers first reported a position in NuVasive, Inc. in Q4 2020 and held it in 11 quarters.
Homestead Advisers's NuVasive, Inc. position peaked at $4.52M in Q3 2022.
2 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2023.

Based on Homestead Advisers's 13F filing for Q3 2023, filed 9 Nov 2023.