Institutional & Family Asset Management’s NuVasive, Inc. NUVA Stock Holding History

Institutional & Family Asset Management’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	-10	Closed	–	–	799
2022 Q2	$0	Buy	+10	New	+$536	﹤0.01%	821
2020 Q3	–	Sell	-16	Closed	-$1K	–	916
2020 Q2	$1K	Sell	16 -5	-24%	-$289	﹤0.01%	820
2020 Q1	$1K	Hold	21	–	–	﹤0.01%	792
2019 Q4	$2K	Hold	21	–	–	﹤0.01%	775
2019 Q3	$1K	Buy	21 +1	+5%	+$63	﹤0.01%	813
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	827
2019 Q1	$1K	Sell	20 -12	-38%	-$638	﹤0.01%	821
2018 Q4	$2K	Hold	32	–	–	﹤0.01%	723
2018 Q3	$2K	Hold	32	–	–	﹤0.01%	767
2018 Q2	$2K	Hold	32	–	–	﹤0.01%	751
2018 Q1	$2K	Buy	+32	New	+$1.62K	﹤0.01%	739

Other funds holding NUVA

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $627M AUM 43.41% 1-Year Est. Return

Institutional & Family Asset Management's NUVA Position: Q3 2022 in Review

Institutional & Family Asset Management sold out of NuVasive, Inc. (NUVA) in Q3 2022, closing a stake of 10 shares.

Institutional & Family Asset Management first reported a position in NUVA in Q1 2018 and held it in 11 quarters. The position peaked at $2K in Q4 2019. 232 funds tracked by Wall St. Rank hold NUVA as of Q3 2022.

Institutional & Family Asset Management reported no remaining NuVasive, Inc. position as of Q3 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 10 NuVasive, Inc. shares in Q3 2022.
Institutional & Family Asset Management first reported a position in NuVasive, Inc. in Q1 2018 and held it in 11 quarters.
Institutional & Family Asset Management's NuVasive, Inc. position peaked at $2K in Q4 2019.
232 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2022.

Based on Institutional & Family Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.