Howe & Rusling’s Envista NVST Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-48	Closed	-$2K	–	795
2022 Q3	$2K	Buy	48 +18	+60%	+$682	﹤0.01%	896
2022 Q2	$1K	Buy	+30	New	+$1.26K	﹤0.01%	977

Other funds holding NVST

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

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

Howe & Rusling sold out of Envista (NVST) in Q4 2022, closing a stake of 48 shares — an estimated $2K sold.

Howe & Rusling first reported a position in NVST in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 333 funds tracked by Wall St. Rank hold NVST as of Q4 2022.

Howe & Rusling reported no remaining Envista position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 48 Envista shares in Q4 2022, an estimated $2K.
Howe & Rusling first reported a position in Envista in Q2 2022 and held it in 2 quarters.
Howe & Rusling's Envista position peaked at $2K in Q3 2022.
333 funds tracked by Wall St. Rank held Envista as of Q4 2022.

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