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Kathleen S. Wright Associates’s Enovis ENOV Stock Holding History

Kathleen S. Wright Associates’s Portfolio ENOV Stock Details ENOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-133
Closed -$7K – 179
2022
Q4 		$7K Hold
133
– – ﹤0.01% 162
2022
Q3 		$6K Sell
133
-33
-20% -$1.79K ﹤0.01% 150
2022
Q2 		$9K Sell
166
-125
-43% -$8.06K 0.01% 128
2022
Q1 		$20K Hold
291
– – 0.01% 124
2021
Q4 		$23K Buy
+291
New +$24.3K 0.02% 118

Other funds holding ENOV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Kathleen S. Wright Associates's ENOV Position: Q1 2023 in Review

Kathleen S. Wright Associates sold out of Enovis (ENOV) in Q1 2023, closing a stake of 133 shares — an estimated $7K sold.

Kathleen S. Wright Associates first reported a position in ENOV in Q4 2021 and held it in 5 quarters. The position peaked at $23K in Q4 2021. 249 funds tracked by Wall St. Rank hold ENOV as of Q1 2023.

  • Kathleen S. Wright Associates reported no remaining Enovis position as of Q1 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 133 Enovis shares in Q1 2023, an estimated $7K.
  • Kathleen S. Wright Associates first reported a position in Enovis in Q4 2021 and held it in 5 quarters.
  • Kathleen S. Wright Associates's Enovis position peaked at $23K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Enovis as of Q1 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2023, filed 21 Apr 2023.