LPL Financial
NVST icon

LPL Financial’s Envista NVST Stock Holding History

LPL Financial’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
2023
Q4 		– Sell
-8,498
Closed -$237K – 4866
2023
Q3 		$237K Buy
+8,498
New +$275K ﹤0.01% 4115
2023
Q2 		– Sell
-5,260
Closed -$215K – 4651
2023
Q1 		$215K Buy
+5,260
New +$200K ﹤0.01% 3987
2022
Q2 		– Sell
-6,525
Closed -$318K – 4505
2022
Q1 		$318K Buy
6,525
+103
+2% +$4.75K ﹤0.01% 3534
2021
Q4 		$289K Buy
6,422
+461
+8% +$19K ﹤0.01% 3704
2021
Q3 		$249K Sell
5,961
-648
-10% -$27.3K ﹤0.01% 3794
2021
Q2 		$286K Buy
+6,609
New +$287K ﹤0.01% 3623

Other funds holding NVST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial's NVST Position: Q4 2023 in Review

LPL Financial sold out of Envista (NVST) in Q4 2023, closing a stake of 8,498 shares — an estimated $237K sold.

LPL Financial first reported a position in NVST in Q2 2021 and held it in 6 quarters. The position peaked at $318K in Q1 2022. 319 funds tracked by Wall St. Rank hold NVST as of Q4 2023.

  • LPL Financial reported no remaining Envista position as of Q4 2023 after selling out during the quarter.
  • LPL Financial sold 8,498 Envista shares in Q4 2023, an estimated $237K.
  • LPL Financial first reported a position in Envista in Q2 2021 and held it in 6 quarters.
  • LPL Financial's Envista position peaked at $318K in Q1 2022.
  • 319 funds tracked by Wall St. Rank held Envista as of Q4 2023.

Based on LPL Financial's 13F filing for Q4 2023, filed 14 Feb 2024.