Mackenzie Financial
NVST icon

Mackenzie Financial’s Envista NVST Stock Holding History

Mackenzie 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
2024
Q2 		– Sell
-59,538
Closed -$1.27M – 1599
2024
Q1 		$1.27M Sell
59,538
-145,925
-71% -$3.31M ﹤0.01% 829
2023
Q4 		$4.94M Buy
+205,463
New +$4.91M 0.01% 561
2021
Q3 		– Sell
-67,200
Closed -$2.9M – 1466
2021
Q2 		$2.9M Buy
67,200
+51,600
+331% +$2.24M ﹤0.01% 658
2021
Q1 		$636K Sell
15,600
-300
-2% -$11.4K ﹤0.01% 886
2020
Q4 		$536K Hold
15,900
– – ﹤0.01% 826
2020
Q3 		$392K Buy
+15,900
New +$367K ﹤0.01% 824

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
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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Mackenzie Financial's NVST Position: Q2 2024 in Review

Mackenzie Financial sold out of Envista (NVST) in Q2 2024, closing a stake of 59,538 shares — an estimated $1.27M sold.

Mackenzie Financial first reported a position in NVST in Q3 2020 and held it in 6 quarters. The position peaked at $4.94M in Q4 2023. 292 funds tracked by Wall St. Rank hold NVST as of Q2 2024.

  • Mackenzie Financial reported no remaining Envista position as of Q2 2024 after selling out during the quarter.
  • Mackenzie Financial sold 59,538 Envista shares in Q2 2024, an estimated $1.27M.
  • Mackenzie Financial first reported a position in Envista in Q3 2020 and held it in 6 quarters.
  • Mackenzie Financial's Envista position peaked at $4.94M in Q4 2023.
  • 292 funds tracked by Wall St. Rank held Envista as of Q2 2024.

Based on Mackenzie Financial's 13F filing for Q2 2024, filed 14 Aug 2024.