KPF
NUVA

K2 Principal Fund’s NuVasive, Inc. NUVA Stock Holding History

K2 Principal Fund’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
-106,389
Closed -$4.42M – 307
2023
Q2 		$4.42M Buy
106,389
+70,619
+197% +$2.9M 1.01% 35
2023
Q1 		$1.48M Buy
+35,770
New +$1.53M 0.2% 107

Other funds holding NUVA

IA
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

K2 Principal Fund's NUVA Position: Q3 2023 in Review

K2 Principal Fund sold out of NuVasive, Inc. (NUVA) in Q3 2023, closing a stake of 106,389 shares — an estimated $4.42M sold.

K2 Principal Fund first reported a position in NUVA in Q1 2023 and held it in 2 quarters. The position peaked at $4.42M in Q2 2023. 2 funds tracked by Wall St. Rank hold NUVA as of Q3 2023.

  • K2 Principal Fund reported no remaining NuVasive, Inc. position as of Q3 2023 after selling out during the quarter.
  • K2 Principal Fund sold 106,389 NuVasive, Inc. shares in Q3 2023, an estimated $4.42M.
  • K2 Principal Fund first reported a position in NuVasive, Inc. in Q1 2023 and held it in 2 quarters.
  • K2 Principal Fund's NuVasive, Inc. position peaked at $4.42M in Q2 2023.
  • 2 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2023.

Based on K2 Principal Fund's 13F filing for Q3 2023, filed 13 Nov 2023.