Optimize Financial’s LivaNova LIVN Stock Holding History

Optimize Financial’s Portfolio LIVN Stock Details LIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,490	Closed	-$208K	–	261
2024 Q4	$208K	Buy	+4,490	New	+$230K	0.16%	210

Other funds holding LIVN

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Optimize Financial's LIVN Position: Q1 2025 in Review

Optimize Financial sold out of LivaNova (LIVN) in Q1 2025, closing a stake of 4,490 shares — an estimated $208K sold.

Optimize Financial first reported a position in LIVN in Q4 2024 and held it in 1 quarter. The position peaked at $208K in Q4 2024. 249 funds tracked by Wall St. Rank hold LIVN as of Q1 2025.

Optimize Financial reported no remaining LivaNova position as of Q1 2025 after selling out during the quarter.
Optimize Financial sold 4,490 LivaNova shares in Q1 2025, an estimated $208K.
Optimize Financial first reported a position in LivaNova in Q4 2024 and held it in 1 quarter.
Optimize Financial's LivaNova position peaked at $208K in Q4 2024.
249 funds tracked by Wall St. Rank held LivaNova as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.