Whittier Trust’s NuVasive, Inc. NUVA Stock Holding History

Whittier Trust’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
2019 Q3	–	Sell	-56	Closed	-$3K	–	1607
2019 Q2	$3K	Buy	+56	New	+$3.31K	﹤0.01%	1202
2019 Q1	–	Sell	-282	Closed	-$14K	–	1517
2018 Q4	$14K	Buy	+282	New	+$17K	﹤0.01%	1037
2015 Q4	–	Sell	-300	Closed	-$14K	–	1245
2015 Q3	$14K	Hold	300	–	–	﹤0.01%	909
2015 Q2	$14K	Hold	300	–	–	﹤0.01%	969
2015 Q1	$14K	Buy	+300	New	+$13.9K	﹤0.01%	959

Other funds holding NUVA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Whittier Trust's NUVA Position: Q3 2019 in Review

Whittier Trust sold out of NuVasive, Inc. (NUVA) in Q3 2019, closing a stake of 56 shares — an estimated $3K sold.

Whittier Trust first reported a position in NUVA in Q1 2015 and held it in 5 quarters. The position peaked at $14K in Q4 2018. 262 funds tracked by Wall St. Rank hold NUVA as of Q3 2019.

Whittier Trust reported no remaining NuVasive, Inc. position as of Q3 2019 after selling out during the quarter.
Whittier Trust sold 56 NuVasive, Inc. shares in Q3 2019, an estimated $3K.
Whittier Trust first reported a position in NuVasive, Inc. in Q1 2015 and held it in 5 quarters.
Whittier Trust's NuVasive, Inc. position peaked at $14K in Q4 2018.
262 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2019.

Based on Whittier Trust's 13F filing for Q3 2019, filed 18 Oct 2019.