YorkBridge Wealth Partners’s LivaNova LIVN Stock Holding History

YorkBridge Wealth Partners’s Portfolio LIVN Stock Details LIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,097	Closed	-$256K	–	292
2022 Q2	$256K	Buy	4,097 +995	+32%	+$70.5K	0.07%	228
2022 Q1	$254K	Buy	3,102 +647	+26%	+$50.3K	0.06%	262
2021 Q4	$215K	Buy	+2,455	New	+$205K	0.05%	272
2018 Q3	–	Sell	-66	Closed	-$7K	–	805
2018 Q2	$7K	Buy	66 +35	+113%	+$3.18K	﹤0.01%	661
2018 Q1	$3K	Hold	31	–	–	﹤0.01%	730
2017 Q4	$3K	Buy	31 +7	+29%	+$556	﹤0.01%	761
2017 Q3	$2K	Sell	24 -11	-31%	-$697	﹤0.01%	789
2017 Q2	$2K	Hold	35	–	–	﹤0.01%	784
2017 Q1	$2K	Hold	35	–	–	﹤0.01%	771
2016 Q4	$2K	Buy	+35	New	+$1.72K	﹤0.01%	763

Other funds holding LIVN

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

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

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

YorkBridge Wealth Partners's LIVN Position: Q3 2022 in Review

YorkBridge Wealth Partners sold out of LivaNova (LIVN) in Q3 2022, closing a stake of 4,097 shares — an estimated $256K sold.

YorkBridge Wealth Partners first reported a position in LIVN in Q4 2016 and held it in 10 quarters. The position peaked at $256K in Q2 2022. 212 funds tracked by Wall St. Rank hold LIVN as of Q3 2022.

YorkBridge Wealth Partners reported no remaining LivaNova position as of Q3 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 4,097 LivaNova shares in Q3 2022, an estimated $256K.
YorkBridge Wealth Partners first reported a position in LivaNova in Q4 2016 and held it in 10 quarters.
YorkBridge Wealth Partners's LivaNova position peaked at $256K in Q2 2022.
212 funds tracked by Wall St. Rank held LivaNova as of Q3 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2022, filed 18 Oct 2022.