Midwest Wealth Management’s Envista NVST Stock Holding History

Midwest Wealth Management’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 Q1	$1.97M	Buy	40,475 +2,499	+7%	+$115K	1.2%	36
2021 Q4	$1.71M	Buy	37,976 +2,503	+7%	+$103K	1.07%	44
2021 Q3	$1.48M	Buy	35,473 +625	+2%	+$26.4K	1.02%	48
2021 Q2	$1.51M	Sell	34,848 -1,001	-3%	-$43.4K	1.08%	45
2021 Q1	$1.46M	Buy	35,849 +1,520	+4%	+$57.9K	1.19%	39
2020 Q4	$1.16M	Buy	+34,329	New	+$995K	1.06%	39

Other funds holding NVST

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

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

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

ACM

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Midwest Wealth Management's NVST Position: Q1 2022 in Review

Midwest Wealth Management increased its Envista (NVST) stake by 6.6% in Q1 2022, buying an estimated $115K and bringing the position to 40,475 shares worth $1.97M. The position accounts for 1.2% of the portfolio, ranked #36.

Midwest Wealth Management first reported a position in NVST in Q4 2020 and has held it in 6 quarters since. 354 funds tracked by Wall St. Rank hold NVST as of Q1 2022.

Midwest Wealth Management held 40,475 shares of Envista worth $1.97M as of Q1 2022.
Midwest Wealth Management bought 2,499 Envista shares in Q1 2022, an estimated $115K.
Envista made up 1.2% of Midwest Wealth Management's portfolio in Q1 2022, its #36 holding.
Midwest Wealth Management first reported a position in Envista in Q4 2020 and has held it in 6 quarters since.
354 funds tracked by Wall St. Rank held Envista as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.