Stifel Financial
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Stifel Financial’s Envista NVST Stock Holding History

Stifel Financial’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
2024
Q1 		– Sell
-14,065
Closed -$338K – 3398
2023
Q4 		$338K Sell
14,065
-6,630
-32% -$158K ﹤0.01% 2783
2023
Q3 		$577K Buy
20,695
+809
+4% +$26.2K ﹤0.01% 2421
2023
Q2 		$673K Sell
19,886
-5,320
-21% -$188K ﹤0.01% 2345
2023
Q1 		$1.03M Buy
25,206
+2,706
+12% +$103K ﹤0.01% 2030
2022
Q4 		$758K Buy
22,500
+53
+0.2% +$1.81K ﹤0.01% 2209
2022
Q3 		$736K Buy
22,447
+8,726
+64% +$331K ﹤0.01% 2171
2022
Q2 		$529K Sell
13,721
-75
-0.5% -$3.15K ﹤0.01% 2430
2022
Q1 		$672K Buy
13,796
+98
+0.7% +$4.52K ﹤0.01% 2404
2021
Q4 		$617K Sell
13,698
-327
-2% -$13.4K ﹤0.01% 2471
2021
Q3 		$586K Buy
14,025
+67
+0.5% +$2.83K ﹤0.01% 2485
2021
Q2 		$603K Sell
13,958
-766
-5% -$33.2K ﹤0.01% 2470
2021
Q1 		$601K Buy
+14,724
New +$561K ﹤0.01% 2363

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
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
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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Stifel Financial's NVST Position: Q1 2024 in Review

Stifel Financial sold out of Envista (NVST) in Q1 2024, closing a stake of 14,065 shares — an estimated $338K sold.

Stifel Financial first reported a position in NVST in Q1 2021 and held it in 12 quarters. The position peaked at $1.03M in Q1 2023. 302 funds tracked by Wall St. Rank hold NVST as of Q1 2024.

  • Stifel Financial reported no remaining Envista position as of Q1 2024 after selling out during the quarter.
  • Stifel Financial sold 14,065 Envista shares in Q1 2024, an estimated $338K.
  • Stifel Financial first reported a position in Envista in Q1 2021 and held it in 12 quarters.
  • Stifel Financial's Envista position peaked at $1.03M in Q1 2023.
  • 302 funds tracked by Wall St. Rank held Envista as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.