20/20 Capital Management’s Novartis NVS Stock Holding History

20/20 Capital Management’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$248K	Hold	2,723	–	–	0.06%	147
2021 Q1	$233K	Hold	2,723	–	–	0.07%	145
2020 Q4	$244K	Buy	+2,723	New	+$238K	0.07%	147

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

20/20 Capital Management's NVS Position: Q2 2021 in Review

20/20 Capital Management held its Novartis (NVS) position steady in Q2 2021 at 2,723 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #147.

20/20 Capital Management first reported a position in NVS in Q4 2020 and has held it in 3 quarters since. 1,120 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

20/20 Capital Management held 2,723 shares of Novartis worth $248K as of Q2 2021.
20/20 Capital Management left its Novartis share count unchanged in Q2 2021.
Novartis made up 0.06% of 20/20 Capital Management's portfolio in Q2 2021, its #147 holding.
20/20 Capital Management first reported a position in Novartis in Q4 2020 and has held it in 3 quarters since.
1,120 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.