Rowland Carmichael Advisors’s NuVasive, Inc. NUVA Stock Holding History

Rowland Carmichael Advisors’s Portfolio NUVA Stock Details NUVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$358K	Hold	6,360	–	–	0.11%	190
2020 Q3	$309K	Hold	6,360	–	–	0.12%	192
2020 Q2	$354K	Hold	6,360	–	–	0.15%	169
2020 Q1	$322K	Buy	6,360 +925	+17%	+$62K	0.16%	159
2019 Q4	$420K	Hold	5,435	–	–	0.14%	173
2019 Q3	$344K	Hold	5,435	–	–	0.12%	198
2019 Q2	$318K	Hold	5,435	–	–	0.11%	195
2019 Q1	$309K	Sell	5,435 -1,595	-23%	-$84.8K	0.11%	190
2018 Q4	$348K	Sell	7,030 -2,045	-23%	-$123K	0.15%	156
2018 Q3	$644K	Hold	9,075	–	–	0.25%	108
2018 Q2	$473K	Buy	9,075 +3,680	+68%	+$193K	0.2%	135
2018 Q1	$282K	Buy	+5,395	New	+$274K	0.15%	186

Other funds holding NUVA

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Rowland Carmichael Advisors's NUVA Position: Q4 2020 in Review

Rowland Carmichael Advisors held its NuVasive, Inc. (NUVA) position steady in Q4 2020 at 6,360 shares worth $358K. The position accounts for 0.11% of the portfolio, ranked #190.

Rowland Carmichael Advisors first reported a position in NUVA in Q1 2018 and has held it in 12 quarters since. The position peaked at $644K in Q3 2018. 280 funds tracked by Wall St. Rank hold NUVA as of Q4 2020.

Rowland Carmichael Advisors held 6,360 shares of NuVasive, Inc. worth $358K as of Q4 2020.
Rowland Carmichael Advisors left its NuVasive, Inc. share count unchanged in Q4 2020.
NuVasive, Inc. made up 0.11% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #190 holding.
Rowland Carmichael Advisors first reported a position in NuVasive, Inc. in Q1 2018 and has held it in 12 quarters since.
Rowland Carmichael Advisors's NuVasive, Inc. position peaked at $644K in Q3 2018.
280 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.