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Milestone Investment Advisors’s Nordson NDSN Stock Holding History

Milestone Investment Advisors’s Portfolio NDSN Stock Details NDSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13
Closed -$2.9K – 330
2023
Q3 		$2.9K Buy
+13
New +$3.11K ﹤0.01% 344
2023
Q2 		– Sell
-13
Closed -$2.89K – 324
2023
Q1 		$2.89K Buy
+13
New +$2.98K ﹤0.01% 350

Other funds holding NDSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Milestone Investment Advisors's NDSN Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Nordson (NDSN) in Q4 2023, closing a stake of 13 shares — an estimated $2.9K sold.

Milestone Investment Advisors first reported a position in NDSN in Q1 2023 and held it in 2 quarters. The position peaked at $2.9K in Q3 2023. 582 funds tracked by Wall St. Rank hold NDSN as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Nordson position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 13 Nordson shares in Q4 2023, an estimated $2.9K.
  • Milestone Investment Advisors first reported a position in Nordson in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Nordson position peaked at $2.9K in Q3 2023.
  • 582 funds tracked by Wall St. Rank held Nordson as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.