Ameritas Investment Company’s Novartis NVS Stock Holding History

Ameritas Investment Company’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 Q3	$344K	Buy	4,201 +791	+23%	+$71.2K	0.02%	519
2021 Q2	$428K	Sell	3,410 -755	-18%	-$67.2K	0.02%	454
2021 Q1	$356K	Buy	4,165 +1,462	+54%	+$131K	0.03%	426
2020 Q4	$254K	Buy	+2,703	New	+$236K	0.05%	345
2020 Q2	–	Sell	-1,207	Closed	-$100K	–	1167
2020 Q1	$100K	Buy	1,207 +499	+70%	+$44.5K	0.02%	500
2019 Q4	$67K	Buy	708 +156	+28%	+$14K	0.01%	531
2019 Q3	$48K	Buy	+552	New	+$49.6K	0.01%	670
2019 Q2	–	Sell	-239	Closed	-$21K	–	647
2019 Q1	$21K	Sell	239 -2,586	-92%	-$208K	﹤0.01%	542
2018 Q4	$217K	Buy	+2,825	New	+$220K	0.05%	279

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 $336B AUM 34.66% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Ameritas Investment Company's NVS Position: Q3 2021 in Review

Ameritas Investment Company increased its Novartis (NVS) stake by 23% in Q3 2021, buying an estimated $71.2K and bringing the position to 4,201 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #519.

Ameritas Investment Company first reported a position in NVS in Q4 2018 and has held it in 9 quarters since. The position peaked at $428K in Q2 2021. 1,081 funds tracked by Wall St. Rank hold NVS as of Q3 2021.

Ameritas Investment Company held 4,201 shares of Novartis worth $344K as of Q3 2021.
Ameritas Investment Company bought 791 Novartis shares in Q3 2021, an estimated $71.2K.
Novartis made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #519 holding.
Ameritas Investment Company first reported a position in Novartis in Q4 2018 and has held it in 9 quarters since.
Ameritas Investment Company's Novartis position peaked at $428K in Q2 2021.
1,081 funds tracked by Wall St. Rank held Novartis as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.