Occudo Quantitative Strategies’s Envista NVST Stock Holding History

Occudo Quantitative Strategies’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
2026 Q1	$1.47M	Buy	+56,723	New	+$1.47M	0.08%	331
2024 Q3	–	Sell	-47,222	Closed	-$785K	–	931
2024 Q2	$785K	Sell	47,222 -27,466	-37%	-$519K	0.14%	206
2024 Q1	$1.6M	Buy	74,688 +64,758	+652%	+$1.47M	0.28%	91
2023 Q4	$239K	Buy	+9,930	New	+$237K	0.03%	603
2023 Q1	–	Sell	-8,658	Closed	-$292K	–	1108
2022 Q4	$292K	Buy	+8,658	New	+$296K	0.03%	670
2022 Q2	–	Sell	-5,476	Closed	-$267K	–	1303
2022 Q1	$267K	Buy	+5,476	New	+$253K	0.02%	858
2021 Q4	–	Sell	-38,294	Closed	-$1.6M	–	1198
2021 Q3	$1.6M	Buy	+38,294	New	+$1.61M	0.19%	128

Other funds holding NVST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return