WRF
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Waddell & Reed Financial’s Envista NVST Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$155M Sell
3,787,429
-24,092
-0.6% -$918K 0.32% 80
2020
Q4 		$129M Buy
3,811,521
+624,231
+20% +$18.1M 0.27% 101
2020
Q3 		$78.7M Buy
+3,187,290
New +$73.5M 0.19% 146
2020
Q1 		– Sell
-497,362
Closed -$14.7M – 468
2019
Q4 		$14.7M Buy
497,362
+156,732
+46% +$4.46M 0.04% 367
2019
Q3 		$9.5M Buy
+340,630
New +$9.51M 0.02% 392

Other funds holding NVST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return