Valeo Financial Advisors’s Integra LifeSciences IART Stock Holding History

Valeo Financial Advisors’s Portfolio IART Stock Details IART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-42	Closed	-$2K	–	1834
2020 Q2	$2K	Hold	42	–	–	﹤0.01%	1760
2020 Q1	$2K	Buy	42 +6	+17%	+$315	﹤0.01%	1534
2019 Q4	$2K	Hold	36	–	–	﹤0.01%	1457
2019 Q3	$2K	Buy	36 +2	+6%	+$119	﹤0.01%	1382
2019 Q2	$2K	Hold	34	–	–	﹤0.01%	1404
2019 Q1	$2K	Buy	34 +10	+42%	+$509	﹤0.01%	1359
2018 Q4	$1K	Sell	24 -33	-58%	-$1.81K	﹤0.01%	1382
2018 Q3	$3K	Buy	57 +27	+90%	+$1.68K	﹤0.01%	1347
2018 Q2	$2K	Hold	30	–	–	﹤0.01%	1344
2018 Q1	$2K	Hold	30	–	–	﹤0.01%	1331
2017 Q4	$1K	Buy	30 +3	+11%	+$147	﹤0.01%	1286
2017 Q3	$1K	Buy	+27	New	+$1.39K	﹤0.01%	1098

Other funds holding IART

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Valeo Financial Advisors's IART Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Integra LifeSciences (IART) in Q3 2020, closing a stake of 42 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in IART in Q3 2017 and held it in 12 quarters. The position peaked at $3K in Q3 2018. 237 funds tracked by Wall St. Rank hold IART as of Q3 2020.

Valeo Financial Advisors reported no remaining Integra LifeSciences position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 42 Integra LifeSciences shares in Q3 2020, an estimated $2K.
Valeo Financial Advisors first reported a position in Integra LifeSciences in Q3 2017 and held it in 12 quarters.
Valeo Financial Advisors's Integra LifeSciences position peaked at $3K in Q3 2018.
237 funds tracked by Wall St. Rank held Integra LifeSciences as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.