Accurate Investment Solutions’s Novartis NVS Stock Holding History

Accurate Investment Solutions’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
2020 Q1	–	Sell	-26	Closed	-$2K	–	479
2019 Q4	$2K	Hold	26	–	–	﹤0.01%	384
2019 Q3	$2K	Hold	26	–	–	﹤0.01%	325
2019 Q2	$2K	Sell	26 -3	-10%	-$254	﹤0.01%	349
2019 Q1	$2K	Hold	29	–	–	﹤0.01%	322
2018 Q4	$2K	Hold	29	–	–	﹤0.01%	289
2018 Q3	$2K	Hold	29	–	–	﹤0.01%	327
2018 Q2	$2K	Hold	29	–	–	﹤0.01%	418
2018 Q1	$2K	Hold	29	–	–	﹤0.01%	408
2017 Q4	$2K	Hold	29	–	–	﹤0.01%	402
2017 Q3	$2K	Hold	29	–	–	﹤0.01%	409
2017 Q2	$2K	Hold	29	–	–	﹤0.01%	314
2017 Q1	$2K	Hold	29	–	–	﹤0.01%	275
2016 Q4	$2K	Hold	29	–	–	﹤0.01%	272
2016 Q3	$2K	Hold	29	–	–	﹤0.01%	263
2016 Q2	$2K	Hold	29	–	–	﹤0.01%	258
2016 Q1	$2K	Buy	29 +1	+4%	+$68	﹤0.01%	339
2015 Q4	$2K	Buy	+28	New	+$2.22K	﹤0.01%	273

Other funds holding NVS

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

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

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

Accurate Investment Solutions's NVS Position: Q1 2020 in Review

Accurate Investment Solutions sold out of Novartis (NVS) in Q1 2020, closing a stake of 26 shares — an estimated $2K sold.

Accurate Investment Solutions first reported a position in NVS in Q4 2015 and held it in 17 quarters. The position peaked at $2K in Q4 2019. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

Accurate Investment Solutions reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
Accurate Investment Solutions sold 26 Novartis shares in Q1 2020, an estimated $2K.
Accurate Investment Solutions first reported a position in Novartis in Q4 2015 and held it in 17 quarters.
Accurate Investment Solutions's Novartis position peaked at $2K in Q4 2019.
1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Accurate Investment Solutions's 13F filing for Q1 2020, filed 22 Apr 2020.