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Valeo Financial Advisors’s LivaNova LIVN Stock Holding History

Valeo Financial Advisors’s Portfolio LIVN Stock Details LIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-11
Closed -$1K – 1901
2020
Q2 		$1K Buy
+11
New +$551 ﹤0.01% 1909
2019
Q1 		– Sell
-6
Closed -$1K – 1600
2018
Q4 		$1K Sell
6
-3
-33% -$322 ﹤0.01% 1389
2018
Q3 		$1K Sell
9
-12
-57% -$1.42K ﹤0.01% 1639
2018
Q2 		$3K Hold
21
– – ﹤0.01% 1262
2018
Q1 		$2K Hold
21
– – ﹤0.01% 1336
2017
Q4 		$2K Sell
21
-9
-30% -$714 ﹤0.01% 1189
2017
Q3 		$2K Buy
+30
New +$1.9K ﹤0.01% 1025

Other funds holding LIVN

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Harris Associates
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Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Valeo Financial Advisors sold out of LivaNova (LIVN) in Q3 2020, closing a stake of 11 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in LIVN in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q2 2018. 180 funds tracked by Wall St. Rank hold LIVN as of Q3 2020.

  • Valeo Financial Advisors reported no remaining LivaNova position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 11 LivaNova shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in LivaNova in Q3 2017 and held it in 7 quarters.
  • Valeo Financial Advisors's LivaNova position peaked at $3K in Q2 2018.
  • 180 funds tracked by Wall St. Rank held LivaNova as of Q3 2020.

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