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Vigilant Capital Management’s Envista NVST Stock Holding History

Vigilant Capital Management’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
Q1 		– Sell
-227
Closed -$8K – 484
2022
Q4 		$8K Hold
227
– – ﹤0.01% 417
2022
Q3 		$7K Hold
227
– – ﹤0.01% 494
2022
Q2 		$9K Hold
227
– – ﹤0.01% 452
2022
Q1 		$11K Hold
227
– – ﹤0.01% 430
2021
Q4 		$10K Sell
227
-103
-31% -$4.24K ﹤0.01% 482
2021
Q3 		$14K Buy
+330
New +$13.9K ﹤0.01% 427

Other funds holding NVST

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vigilant Capital Management's NVST Position: Q1 2023 in Review

Vigilant Capital Management sold out of Envista (NVST) in Q1 2023, closing a stake of 227 shares — an estimated $8K sold.

Vigilant Capital Management first reported a position in NVST in Q3 2021 and held it in 6 quarters. The position peaked at $14K in Q3 2021. 316 funds tracked by Wall St. Rank hold NVST as of Q1 2023.

  • Vigilant Capital Management reported no remaining Envista position as of Q1 2023 after selling out during the quarter.
  • Vigilant Capital Management sold 227 Envista shares in Q1 2023, an estimated $8K.
  • Vigilant Capital Management first reported a position in Envista in Q3 2021 and held it in 6 quarters.
  • Vigilant Capital Management's Envista position peaked at $14K in Q3 2021.
  • 316 funds tracked by Wall St. Rank held Envista as of Q1 2023.

Based on Vigilant Capital Management's 13F filing for Q1 2023, filed 1 May 2023.