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Shepherd Kaplan Krochuk’s Envista NVST Stock Holding History

Shepherd Kaplan Krochuk’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
2022
Q2 		– Sell
-4,800
Closed -$234K – 201
2022
Q1 		$234K Hold
4,800
– – 0.09% 153
2021
Q4 		$216K Hold
4,800
– – 0.08% 164
2021
Q3 		$201K Sell
4,800
-200
-4% -$8.43K 0.07% 168
2021
Q2 		$216K Sell
5,000
-1,100
-18% -$47.7K 0.08% 167
2021
Q1 		$249K Sell
6,100
-900
-13% -$34.3K 0.1% 148
2020
Q4 		$236K Buy
+7,000
New +$203K 0.09% 154

Other funds holding NVST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shepherd Kaplan Krochuk's NVST Position: Q2 2022 in Review

Shepherd Kaplan Krochuk sold out of Envista (NVST) in Q2 2022, closing a stake of 4,800 shares — an estimated $234K sold.

Shepherd Kaplan Krochuk first reported a position in NVST in Q4 2020 and held it in 6 quarters. The position peaked at $249K in Q1 2021. 339 funds tracked by Wall St. Rank hold NVST as of Q2 2022.

  • Shepherd Kaplan Krochuk reported no remaining Envista position as of Q2 2022 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 4,800 Envista shares in Q2 2022, an estimated $234K.
  • Shepherd Kaplan Krochuk first reported a position in Envista in Q4 2020 and held it in 6 quarters.
  • Shepherd Kaplan Krochuk's Envista position peaked at $249K in Q1 2021.
  • 339 funds tracked by Wall St. Rank held Envista as of Q2 2022.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2022, filed 12 Aug 2022.