A.R.T. Advisors’s Novartis NVS Stock Holding History

A.R.T. Advisors’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 Q1	–	Sell	-4,349	Closed	-$411K	–	96
2020 Q4	$411K	Buy	+4,349	New	+$380K	1.9%	17
2020 Q1	–	Sell	-14,000	Closed	-$1.33M	–	680
2019 Q4	$1.33M	Sell	14,000 -3,200	-19%	-$287K	0.07%	450
2019 Q3	$1.5M	Buy	17,200 +6,300	+58%	+$566K	0.07%	374
2019 Q2	$995K	Sell	10,900 -8,072	-43%	-$683K	0.06%	468
2019 Q1	$1.63M	Sell	18,972 -6,473	-25%	-$520K	0.1%	306
2018 Q4	$1.96M	Buy	25,445 +20,535	+418%	+$1.6M	0.13%	236
2018 Q3	$379K	Sell	4,910 -2,679	-35%	-$198K	0.02%	956
2018 Q2	$513K	Sell	7,589 -10,267	-57%	-$709K	0.02%	911
2018 Q1	$1.29M	Buy	+17,856	New	+$1.36M	0.05%	558
2015 Q2	–	Sell	-14,334	Closed	-$1.27M	–	1643
2015 Q1	$1.27M	Sell	14,334 -37,348	-72%	-$3.31M	0.04%	576
2014 Q4	$4.29M	Buy	51,682 +19,043	+58%	+$1.58M	0.16%	159
2014 Q3	$2.75M	Buy	+32,639	New	+$2.64M	0.13%	225

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

A.R.T. Advisors's NVS Position: Q1 2021 in Review

A.R.T. Advisors sold out of Novartis (NVS) in Q1 2021, closing a stake of 4,349 shares — an estimated $411K sold.

A.R.T. Advisors first reported a position in NVS in Q3 2014 and held it in 12 quarters. The position peaked at $4.29M in Q4 2014. 1,135 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

A.R.T. Advisors reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
A.R.T. Advisors sold 4,349 Novartis shares in Q1 2021, an estimated $411K.
A.R.T. Advisors first reported a position in Novartis in Q3 2014 and held it in 12 quarters.
A.R.T. Advisors's Novartis position peaked at $4.29M in Q4 2014.
1,135 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on A.R.T. Advisors's 13F filing for Q1 2021, filed 17 May 2021.