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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 – 467
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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waddell & Reed Financial's NVST Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Envista (NVST) stake by 0.63% in Q1 2021, selling an estimated $918K and leaving 3,787,429 shares worth $155M. The position accounts for 0.32% of the portfolio, ranked #80.

Waddell & Reed Financial first reported a position in NVST in Q3 2019 and has held it in 5 quarters since. 298 funds tracked by Wall St. Rank hold NVST as of Q1 2021.

  • Waddell & Reed Financial held 3,787,429 shares of Envista worth $155M as of Q1 2021.
  • Waddell & Reed Financial sold 24,092 Envista shares in Q1 2021, an estimated $918K.
  • Envista made up 0.32% of Waddell & Reed Financial's portfolio in Q1 2021, its #80 holding.
  • Waddell & Reed Financial first reported a position in Envista in Q3 2019 and has held it in 5 quarters since.
  • 298 funds tracked by Wall St. Rank held Envista as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.