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Shine Investment Advisory Services’s Envista NVST Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		$6K Buy
+244
New +$5.63K ﹤0.01% 610
2020
Q2 		– Sell
-602
Closed -$9K – 758
2020
Q1 		$9K Buy
602
+210
+54% +$5.38K ﹤0.01% 530
2019
Q4 		$12K Buy
+392
New +$11.2K ﹤0.01% 546

Other funds holding NVST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Shine Investment Advisory Services's NVST Position: Q3 2020 in Review

Shine Investment Advisory Services opened a new position in Envista (NVST) in Q3 2020: 244 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings. This is a return to the name: Shine Investment Advisory Services previously reported a position in NVST as recently as Q1 2020.

Shine Investment Advisory Services first reported a position in NVST in Q4 2019 and has held it in 3 quarters since. The position peaked at $12K in Q4 2019. 206 funds tracked by Wall St. Rank hold NVST as of Q3 2020.

  • Shine Investment Advisory Services held 244 shares of Envista worth $6K as of Q3 2020.
  • Envista was a new Shine Investment Advisory Services position in Q3 2020.
  • Envista made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #610 holding.
  • Shine Investment Advisory Services first reported a position in Envista in Q4 2019 and has held it in 3 quarters since.
  • Shine Investment Advisory Services's Envista position peaked at $12K in Q4 2019.
  • 206 funds tracked by Wall St. Rank held Envista as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.