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Shelton Capital Management’s Envista NVST Stock Holding History

Shelton Capital 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
2023
Q4 		– Sell
-7,575
Closed -$211K – 761
2023
Q3 		$211K Sell
7,575
-623
-8% -$20.2K 0.01% 636
2023
Q2 		$277K Hold
8,198
– – 0.01% 537
2023
Q1 		$335K Sell
8,198
-348
-4% -$13.2K 0.01% 419
2022
Q4 		$288K Hold
8,546
– – 0.03% 454
2022
Q3 		$280K Hold
8,546
– – 0.01% 482
2022
Q2 		$329K Hold
8,546
– – 0.01% 435
2022
Q1 		$416K Hold
8,546
– – 0.02% 415
2021
Q4 		$385K Sell
8,546
-329
-4% -$13.5K 0.01% 455
2021
Q3 		$371K Hold
8,875
– – 0.01% 462
2021
Q2 		$383K Buy
+8,875
New +$385K 0.01% 462

Other funds holding NVST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AI
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Shelton Capital Management's NVST Position: Q4 2023 in Review

Shelton Capital Management sold out of Envista (NVST) in Q4 2023, closing a stake of 7,575 shares — an estimated $211K sold.

Shelton Capital Management first reported a position in NVST in Q2 2021 and held it in 10 quarters. The position peaked at $416K in Q1 2022. 319 funds tracked by Wall St. Rank hold NVST as of Q4 2023.

  • Shelton Capital Management reported no remaining Envista position as of Q4 2023 after selling out during the quarter.
  • Shelton Capital Management sold 7,575 Envista shares in Q4 2023, an estimated $211K.
  • Shelton Capital Management first reported a position in Envista in Q2 2021 and held it in 10 quarters.
  • Shelton Capital Management's Envista position peaked at $416K in Q1 2022.
  • 319 funds tracked by Wall St. Rank held Envista as of Q4 2023.

Based on Shelton Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.