North Point Portfolio Managers’s Enovis ENOV Stock Holding History

North Point Portfolio Managers’s Portfolio ENOV Stock Details ENOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-98,019	Closed	-$6.08M	–	72
2018 Q3	$6.08M	Sell	98,019 -2,787	-3%	-$159K	1.04%	40
2018 Q2	$5.32M	Sell	100,806 -2,746	-3%	-$148K	0.92%	40
2018 Q1	$5.69M	Sell	103,552 -807	-0.8%	-$49.8K	0.97%	40
2017 Q4	$7.12M	Sell	104,359 -7,550	-7%	-$508K	1.2%	39
2017 Q3	$8.02M	Sell	111,909 -2,690	-2%	-$187K	1.35%	39
2017 Q2	$7.77M	Sell	114,599 -1,353	-1%	-$92.3K	1.35%	39
2017 Q1	$7.83M	Sell	115,952 -2,054	-2%	-$137K	1.41%	39
2016 Q4	$7.3M	Sell	118,006 -7,411	-6%	-$438K	1.38%	38
2016 Q3	$6.79M	Sell	125,417 -3,378	-3%	-$170K	1.29%	38
2016 Q2	$5.87M	Sell	128,795 -3,910	-3%	-$191K	1.15%	38
2016 Q1	$6.53M	Buy	132,705 +2,591	+2%	+$110K	1.26%	37
2015 Q4	$5.23M	Sell	130,114 -10,111	-7%	-$464K	1.01%	38
2015 Q3	$7.22M	Buy	140,225 +6,718	+5%	+$446K	1.44%	36
2015 Q2	$10.6M	Buy	133,507 +2,497	+2%	+$212K	1.93%	30
2015 Q1	$10.8M	Buy	+131,010	New	+$11M	1.99%	29

Other funds holding ENOV

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BCP

BDT Capital Partners Chicago, Illinois $4.35B AUM 21.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

North Point Portfolio Managers's ENOV Position: Q4 2018 in Review

North Point Portfolio Managers sold out of Enovis (ENOV) in Q4 2018, closing a stake of 98,019 shares — an estimated $6.08M sold.

North Point Portfolio Managers first reported a position in ENOV in Q1 2015 and held it in 15 quarters. The position peaked at $10.8M in Q1 2015. 213 funds tracked by Wall St. Rank hold ENOV as of Q4 2018.

North Point Portfolio Managers reported no remaining Enovis position as of Q4 2018 after selling out during the quarter.
North Point Portfolio Managers sold 98,019 Enovis shares in Q4 2018, an estimated $6.08M.
North Point Portfolio Managers first reported a position in Enovis in Q1 2015 and held it in 15 quarters.
North Point Portfolio Managers's Enovis position peaked at $10.8M in Q1 2015.
213 funds tracked by Wall St. Rank held Enovis as of Q4 2018.

Based on North Point Portfolio Managers's 13F filing for Q4 2018, filed 24 Jan 2019.