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Steward Financial Group’s Envista NVST Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+89
New +$2.88K ﹤0.01% 1020
2023
Q2 		– Sell
-111
Closed -$4K – 820
2023
Q1 		$4K Buy
111
+93
+517% +$3.54K ﹤0.01% 367
2022
Q4 		$0 Buy
+18
New +$616 ﹤0.01% 733

Other funds holding NVST

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Steward Financial Group's NVST Position: Q3 2023 in Review

Steward Financial Group opened a new position in Envista (NVST) in Q3 2023: 89 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1020 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in NVST as recently as Q1 2023.

Steward Financial Group first reported a position in NVST in Q4 2022 and has held it in 3 quarters since. The position peaked at $4K in Q1 2023. 316 funds tracked by Wall St. Rank hold NVST as of Q3 2023.

  • Steward Financial Group held 89 shares of Envista worth $2K as of Q3 2023.
  • Envista was a new Steward Financial Group position in Q3 2023.
  • Envista made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1020 holding.
  • Steward Financial Group first reported a position in Envista in Q4 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Envista position peaked at $4K in Q1 2023.
  • 316 funds tracked by Wall St. Rank held Envista as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.