Leeward Investments’s NuVasive, Inc. NUVA Stock Holding History

Leeward Investments’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	-218,251	Closed	-$9.08M	–	146
2023 Q2	$9.08M	Sell	218,251 -5,860	-3%	-$241K	0.43%	115
2023 Q1	$9.26M	Sell	224,111 -2,984	-1%	-$128K	0.42%	117
2022 Q4	$9.37M	Sell	227,095 -9,392	-4%	-$380K	0.41%	115
2022 Q3	$10.4M	Sell	236,487 -4,628	-2%	-$224K	0.49%	99
2022 Q2	$11.9M	Buy	241,115 +68,466	+40%	+$3.67M	0.54%	85
2022 Q1	$9.79M	Buy	+172,649	New	+$9.17M	0.39%	119

Other funds holding NUVA

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

Leeward Investments's NUVA Position: Q3 2023 in Review

Leeward Investments sold out of NuVasive, Inc. (NUVA) in Q3 2023, closing a stake of 218,251 shares — an estimated $9.08M sold.

Leeward Investments first reported a position in NUVA in Q1 2022 and held it in 6 quarters. The position peaked at $11.9M in Q2 2022. 2 funds tracked by Wall St. Rank hold NUVA as of Q3 2023.

Leeward Investments reported no remaining NuVasive, Inc. position as of Q3 2023 after selling out during the quarter.
Leeward Investments sold 218,251 NuVasive, Inc. shares in Q3 2023, an estimated $9.08M.
Leeward Investments first reported a position in NuVasive, Inc. in Q1 2022 and held it in 6 quarters.
Leeward Investments's NuVasive, Inc. position peaked at $11.9M in Q2 2022.
2 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2023.

Based on Leeward Investments's 13F filing for Q3 2023, filed 11 Oct 2023.