SIP
NUVA

Stoneridge Investment Partners’s NuVasive, Inc. NUVA Stock Holding History

Stoneridge Investment Partners’s Portfolio NUVA Stock Details NUVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-9,086
Closed -$474K – 197
2018
Q1 		$474K Buy
9,086
+3,988
+78% +$202K 0.08% 116
2017
Q4 		$298K Sell
5,098
-8,003
-61% -$454K 0.05% 167
2017
Q3 		$727K Buy
+13,101
New +$867K 0.11% 113

Other funds holding NUVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stoneridge Investment Partners's NUVA Position: Q2 2018 in Review

Stoneridge Investment Partners sold out of NuVasive, Inc. (NUVA) in Q2 2018, closing a stake of 9,086 shares — an estimated $474K sold.

Stoneridge Investment Partners first reported a position in NUVA in Q3 2017 and held it in 3 quarters. The position peaked at $727K in Q3 2017. 277 funds tracked by Wall St. Rank hold NUVA as of Q2 2018.

  • Stoneridge Investment Partners reported no remaining NuVasive, Inc. position as of Q2 2018 after selling out during the quarter.
  • Stoneridge Investment Partners sold 9,086 NuVasive, Inc. shares in Q2 2018, an estimated $474K.
  • Stoneridge Investment Partners first reported a position in NuVasive, Inc. in Q3 2017 and held it in 3 quarters.
  • Stoneridge Investment Partners's NuVasive, Inc. position peaked at $727K in Q3 2017.
  • 277 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q2 2018.

Based on Stoneridge Investment Partners's 13F filing for Q2 2018, filed 31 Jul 2018.