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Westwood Holdings Group’s Envista NVST Stock Holding History

Westwood Holdings Group’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
2022
Q3 		– Sell
-157,323
Closed -$6.06M – 469
2022
Q2 		$6.06M Sell
157,323
-57,265
-27% -$2.41M 0.07% 209
2022
Q1 		$10.5M Sell
214,588
-38,495
-15% -$1.78M 0.1% 197
2021
Q4 		$11.4M Sell
253,083
-2,587
-1% -$106K 0.1% 189
2021
Q3 		$10.7M Buy
255,670
+51,336
+25% +$2.16M 0.12% 189
2021
Q2 		$8.83M Sell
204,334
-22,263
-10% -$966K 0.09% 197
2021
Q1 		$9.24M Buy
226,597
+42,733
+23% +$1.63M 0.09% 214
2020
Q4 		$6.2M Sell
183,864
-193,035
-51% -$5.6M 0.07% 220
2020
Q3 		$9.3M Sell
376,899
-9,153
-2% -$211K 0.12% 201
2020
Q2 		$8.14M Buy
386,052
+3,424
+0.9% +$64.2K 0.11% 209
2020
Q1 		$5.72M Buy
+382,628
New +$9.8M 0.09% 224

Other funds holding NVST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westwood Holdings Group's NVST Position: Q3 2022 in Review

Westwood Holdings Group sold out of Envista (NVST) in Q3 2022, closing a stake of 157,323 shares — an estimated $6.06M sold.

Westwood Holdings Group first reported a position in NVST in Q1 2020 and held it in 10 quarters. The position peaked at $11.4M in Q4 2021. 324 funds tracked by Wall St. Rank hold NVST as of Q3 2022.

  • Westwood Holdings Group reported no remaining Envista position as of Q3 2022 after selling out during the quarter.
  • Westwood Holdings Group sold 157,323 Envista shares in Q3 2022, an estimated $6.06M.
  • Westwood Holdings Group first reported a position in Envista in Q1 2020 and held it in 10 quarters.
  • Westwood Holdings Group's Envista position peaked at $11.4M in Q4 2021.
  • 324 funds tracked by Wall St. Rank held Envista as of Q3 2022.

Based on Westwood Holdings Group's 13F filing for Q3 2022, filed 14 Nov 2022.