Monarch Partners Asset Management’s Envista NVST Stock Holding History

Monarch Partners Asset 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 Q3	–	Sell	-57,196	Closed	-$2.2M	–	155
2022 Q2	$2.2M	Buy	57,196 +330	+0.6%	+$13.9K	0.62%	83
2022 Q1	$2.77M	Sell	56,866 -7,691	-12%	-$355K	0.62%	70
2021 Q4	$2.91M	Sell	64,557 -132,060	-67%	-$5.43M	0.59%	69
2021 Q3	$8.22M	Buy	196,617 +93,732	+91%	+$3.95M	1.2%	24
2021 Q2	$4.45M	Sell	102,885 -7,460	-7%	-$324K	0.64%	71
2021 Q1	$4.5M	Sell	110,345 -17,487	-14%	-$666K	0.68%	72
2020 Q4	$4.31M	Buy	+127,832	New	+$3.71M	0.75%	60

Other funds holding NVST

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

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

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

ACM

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Monarch Partners Asset Management's NVST Position: Q3 2022 in Review

Monarch Partners Asset Management sold out of Envista (NVST) in Q3 2022, closing a stake of 57,196 shares — an estimated $2.2M sold.

Monarch Partners Asset Management first reported a position in NVST in Q4 2020 and held it in 7 quarters. The position peaked at $8.22M in Q3 2021. 324 funds tracked by Wall St. Rank hold NVST as of Q3 2022.

Monarch Partners Asset Management reported no remaining Envista position as of Q3 2022 after selling out during the quarter.
Monarch Partners Asset Management sold 57,196 Envista shares in Q3 2022, an estimated $2.2M.
Monarch Partners Asset Management first reported a position in Envista in Q4 2020 and held it in 7 quarters.
Monarch Partners Asset Management's Envista position peaked at $8.22M in Q3 2021.
324 funds tracked by Wall St. Rank held Envista as of Q3 2022.

Based on Monarch Partners Asset Management's 13F filing for Q3 2022, filed 31 Oct 2022.