Howe & Rusling’s NuVasive, Inc. NUVA Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-77	Closed	-$3K	–	1115
2022 Q3	$3K	Buy	+77	New	+$3.73K	﹤0.01%	829
2022 Q1	–	Sell	-72	Closed	-$4K	–	1096
2021 Q4	$4K	Sell	72 -3	-4%	-$163	﹤0.01%	771
2021 Q3	$4K	Buy	75 +2	+3%	+$123	﹤0.01%	743
2021 Q2	$5K	Hold	73	–	–	﹤0.01%	652
2021 Q1	$5K	Buy	73 +2	+3%	+$120	﹤0.01%	649
2020 Q4	$4K	Buy	71 +13	+22%	+$639	﹤0.01%	697
2020 Q3	$3K	Buy	+58	New	+$3.13K	﹤0.01%	674

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

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

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

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

PIM

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

CCM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Howe & Rusling's NUVA Position: Q4 2022 in Review

Howe & Rusling sold out of NuVasive, Inc. (NUVA) in Q4 2022, closing a stake of 77 shares — an estimated $3K sold.

Howe & Rusling first reported a position in NUVA in Q3 2020 and held it in 7 quarters. The position peaked at $5K in Q2 2021. 235 funds tracked by Wall St. Rank hold NUVA as of Q4 2022.

Howe & Rusling reported no remaining NuVasive, Inc. position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 77 NuVasive, Inc. shares in Q4 2022, an estimated $3K.
Howe & Rusling first reported a position in NuVasive, Inc. in Q3 2020 and held it in 7 quarters.
Howe & Rusling's NuVasive, Inc. position peaked at $5K in Q2 2021.
235 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.