Waddell & Reed Financial’s NuVasive, Inc. NUVA Stock Holding History

Waddell & Reed Financial’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
2020 Q4	–	Sell	-37,619	Closed	-$1.83M	–	508
2020 Q3	$1.83M	Sell	37,619 -84,512	-69%	-$4.55M	﹤0.01%	444
2020 Q2	$6.8M	Buy	122,131 +17,012	+16%	+$984K	0.02%	406
2020 Q1	$5.33M	Sell	105,119 -51,958	-33%	-$3.48M	0.02%	387
2019 Q4	$12.1M	Buy	+157,077	New	+$11.1M	0.03%	378
2017 Q4	–	Sell	-444,790	Closed	-$24.7M	–	567
2017 Q3	$24.7M	Buy	444,790 +31,662	+8%	+$2.1M	0.05%	306
2017 Q2	$31.8M	Buy	413,128 +32,238	+8%	+$2.41M	0.07%	296
2017 Q1	$28.4M	Sell	380,890 -2,700	-0.7%	-$196K	0.06%	307
2016 Q4	$25.8M	Buy	383,590 +153,990	+67%	+$9.93M	0.06%	311
2016 Q3	$15.3M	Buy	+229,600	New	+$14.6M	0.03%	357

Other funds holding NUVA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Waddell & Reed Financial's NUVA Position: Q4 2020 in Review

Waddell & Reed Financial sold out of NuVasive, Inc. (NUVA) in Q4 2020, closing a stake of 37,619 shares — an estimated $1.83M sold.

Waddell & Reed Financial first reported a position in NUVA in Q3 2016 and held it in 9 quarters. The position peaked at $31.8M in Q2 2017. 280 funds tracked by Wall St. Rank hold NUVA as of Q4 2020.

Waddell & Reed Financial reported no remaining NuVasive, Inc. position as of Q4 2020 after selling out during the quarter.
Waddell & Reed Financial sold 37,619 NuVasive, Inc. shares in Q4 2020, an estimated $1.83M.
Waddell & Reed Financial first reported a position in NuVasive, Inc. in Q3 2016 and held it in 9 quarters.
Waddell & Reed Financial's NuVasive, Inc. position peaked at $31.8M in Q2 2017.
280 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q4 2020.

Based on Waddell & Reed Financial's 13F filing for Q4 2020, filed 12 Feb 2021.