AMP Capital Investors’s Novartis NVS Stock Holding History

AMP Capital Investors’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 Q4	–	Sell	-13,904	Closed	-$1.21M	–	1301
2020 Q3	$1.21M	Sell	13,904 -28,653	-67%	-$2.48M	0.01%	791
2020 Q2	$3.72M	Sell	42,557 -19,726	-32%	-$1.7M	0.02%	582
2020 Q1	$5.1M	Buy	62,283 +21,194	+52%	+$1.89M	0.04%	443
2019 Q4	$3.88M	Sell	41,089 -16,972	-29%	-$1.52M	0.02%	624
2019 Q3	$5.08M	Sell	58,061 -5,800	-9%	-$521K	0.03%	533
2019 Q2	$5.81M	Sell	63,861 -30,206	-32%	-$2.56M	0.03%	493
2019 Q1	$8.06M	Buy	94,067 +26,706	+40%	+$2.14M	0.05%	417
2018 Q4	$5.15M	Sell	67,361 -6,138	-8%	-$478K	0.03%	491
2018 Q3	$5.67M	Buy	73,499 +30,979	+73%	+$2.29M	0.03%	514
2018 Q2	$2.88M	Buy	+42,520	New	+$2.93M	0.02%	672
2015 Q1	–	Sell	-43,486	Closed	-$3.63M	–	1194
2014 Q4	$3.63M	Sell	43,486 -24,307	-36%	-$2.01M	0.02%	570
2014 Q3	$5.68M	Buy	+67,793	New	+$5.48M	0.04%	470
2013 Q3	–	Sell	-13,411	Closed	-$846K	–	1262
2013 Q2	$846K	Buy	+13,411	New	+$873K	0.01%	953

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

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

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

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

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

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

AMP Capital Investors's NVS Position: Q4 2020 in Review

AMP Capital Investors sold out of Novartis (NVS) in Q4 2020, closing a stake of 13,904 shares — an estimated $1.21M sold.

AMP Capital Investors first reported a position in NVS in Q2 2013 and held it in 13 quarters. The position peaked at $8.06M in Q1 2019. 1,176 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

AMP Capital Investors reported no remaining Novartis position as of Q4 2020 after selling out during the quarter.
AMP Capital Investors sold 13,904 Novartis shares in Q4 2020, an estimated $1.21M.
AMP Capital Investors first reported a position in Novartis in Q2 2013 and held it in 13 quarters.
AMP Capital Investors's Novartis position peaked at $8.06M in Q1 2019.
1,176 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on AMP Capital Investors's 13F filing for Q4 2020, filed 12 Feb 2021.