Amica Mutual Insurance’s Novartis NVS Stock Holding History

Amica Mutual Insurance’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	-27,673	Closed	-$2.62M	–	288
2019 Q4	$2.62M	Hold	27,673	–	–	0.34%	74
2019 Q3	$2.4M	Hold	27,673	–	–	0.3%	92
2019 Q2	$2.53M	Sell	27,673 -3,210	-10%	-$272K	0.32%	79
2019 Q1	$2.66M	Hold	30,883	–	–	0.33%	78
2018 Q4	$2.38M	Hold	30,883	–	–	0.31%	82
2018 Q3	$2.38M	Hold	30,883	–	–	0.25%	103
2018 Q2	$2.09M	Hold	30,883	–	–	0.25%	114
2018 Q1	$2.24M	Hold	30,883	–	–	0.28%	107
2017 Q4	$2.32M	Hold	30,883	–	–	0.23%	128
2017 Q3	$2.38M	Hold	30,883	–	–	0.21%	139
2017 Q2	$2.31M	Hold	30,883	–	–	0.21%	144
2017 Q1	$2.06M	Hold	30,883	–	–	0.19%	158
2016 Q4	$2.02M	Hold	30,883	–	–	0.18%	172
2016 Q3	$2.19M	Hold	30,883	–	–	0.21%	130
2016 Q2	$2.28M	Hold	30,883	–	–	0.22%	127
2016 Q1	$2M	Hold	30,883	–	–	0.19%	147
2015 Q4	$2.38M	Hold	30,883	–	–	0.22%	126
2015 Q3	$2.54M	Hold	30,883	–	–	0.24%	117
2015 Q2	$2.72M	Hold	30,883	–	–	0.23%	131
2015 Q1	$2.73M	Hold	30,883	–	–	0.22%	136
2014 Q4	$2.56M	Hold	30,883	–	–	0.2%	153
2014 Q3	$2.6M	Hold	30,883	–	–	0.21%	145
2014 Q2	$2.5M	Hold	30,883	–	–	0.2%	150
2014 Q1	$2.35M	Buy	30,883 +27,609	+843%	+$2.01M	0.19%	153
2013 Q4	$236K	Buy	+3,274	New	+$228K	0.02%	331

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

Amica Mutual Insurance's NVS Position: Q1 2020 in Review

Amica Mutual Insurance sold out of Novartis (NVS) in Q1 2020, closing a stake of 27,673 shares — an estimated $2.62M sold.

Amica Mutual Insurance first reported a position in NVS in Q4 2013 and held it in 25 quarters. The position peaked at $2.73M in Q1 2015. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

Amica Mutual Insurance reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
Amica Mutual Insurance sold 27,673 Novartis shares in Q1 2020, an estimated $2.62M.
Amica Mutual Insurance first reported a position in Novartis in Q4 2013 and held it in 25 quarters.
Amica Mutual Insurance's Novartis position peaked at $2.73M in Q1 2015.
1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Amica Mutual Insurance's 13F filing for Q1 2020, filed 13 May 2020.