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LMCG Investments’s Envista NVST Stock Holding History

LMCG Investments’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
2024
Q3 		– Sell
-44,222
Closed -$735K – 266
2024
Q2 		$735K Sell
44,222
-244
-0.5% -$4.61K 0.04% 219
2024
Q1 		$951K Sell
44,466
-17,696
-28% -$401K 0.06% 203
2023
Q4 		$1.5M Hold
62,162
– – 0.09% 183
2023
Q3 		$1.73M Buy
62,162
+11,918
+24% +$386K 0.12% 162
2023
Q2 		$1.7M Hold
50,244
– – 0.11% 171
2023
Q1 		$2.05M Buy
50,244
+1,092
+2% +$41.5K 0.14% 147
2022
Q4 		$1.65M Sell
49,152
-2,687
-5% -$91.9K 0.12% 165
2022
Q3 		$1.7M Sell
51,839
-102
-0.2% -$3.87K 0.12% 176
2022
Q2 		$2M Hold
51,941
– – 0.14% 158
2022
Q1 		$2.53M Buy
+51,941
New +$2.4M 0.15% 150

Other funds holding NVST

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LMCG Investments's NVST Position: Q3 2024 in Review

LMCG Investments sold out of Envista (NVST) in Q3 2024, closing a stake of 44,222 shares — an estimated $735K sold.

LMCG Investments first reported a position in NVST in Q1 2022 and held it in 10 quarters. The position peaked at $2.53M in Q1 2022. 297 funds tracked by Wall St. Rank hold NVST as of Q3 2024.

  • LMCG Investments reported no remaining Envista position as of Q3 2024 after selling out during the quarter.
  • LMCG Investments sold 44,222 Envista shares in Q3 2024, an estimated $735K.
  • LMCG Investments first reported a position in Envista in Q1 2022 and held it in 10 quarters.
  • LMCG Investments's Envista position peaked at $2.53M in Q1 2022.
  • 297 funds tracked by Wall St. Rank held Envista as of Q3 2024.

Based on LMCG Investments's 13F filing for Q3 2024, filed 29 Oct 2024.