Lloyd Advisory Services’s Envista NVST Stock Holding History

Lloyd Advisory Services’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 Q2	–	Sell	-192	Closed	-$9K	–	395
2022 Q1	$9K	Hold	192	–	–	﹤0.01%	405
2021 Q4	$9K	Hold	192	–	–	﹤0.01%	324
2021 Q3	$8K	Hold	192	–	–	﹤0.01%	297
2021 Q2	$8K	Hold	192	–	–	﹤0.01%	297
2021 Q1	$8K	Buy	+192	New	+$7.32K	﹤0.01%	250

Other funds holding NVST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lloyd Advisory Services's NVST Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Envista (NVST) in Q2 2022, closing a stake of 192 shares — an estimated $9K sold.

Lloyd Advisory Services first reported a position in NVST in Q1 2021 and held it in 5 quarters. The position peaked at $9K in Q1 2022. 339 funds tracked by Wall St. Rank hold NVST as of Q2 2022.

Lloyd Advisory Services reported no remaining Envista position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 192 Envista shares in Q2 2022, an estimated $9K.
Lloyd Advisory Services first reported a position in Envista in Q1 2021 and held it in 5 quarters.
Lloyd Advisory Services's Envista position peaked at $9K in Q1 2022.
339 funds tracked by Wall St. Rank held Envista as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.