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Aperio Group’s Novartis NVS Stock Holding History

Aperio Group’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 		$112M Buy
1,183,853
+62,090
+6% +$5.43M 0.33% 52
2020
Q3 		$97.5M Sell
1,121,763
-84,283
-7% -$7.3M 0.33% 53
2020
Q2 		$105M Buy
1,206,046
+58,049
+5% +$5.01M 0.39% 46
2020
Q1 		$94.7M Sell
1,147,997
-34,479
-3% -$3.08M 0.42% 43
2019
Q4 		$112M Sell
1,182,476
-52,814
-4% -$4.74M 0.4% 43
2019
Q3 		$107M Buy
1,235,290
+49,902
+4% +$4.48M 0.42% 41
2019
Q2 		$108M Sell
1,185,388
-48,719
-4% -$4.12M 0.44% 39
2019
Q1 		$106M Buy
1,234,107
+3,862
+0.3% +$310K 0.46% 34
2018
Q4 		$94.6M Buy
1,230,245
+153,892
+14% +$12M 0.48% 33
2018
Q3 		$83.1M Buy
1,076,353
+118,921
+12% +$8.79M 0.37% 50
2018
Q2 		$64.8M Sell
957,432
-69,145
-7% -$4.77M 0.31% 59
2018
Q1 		$74.4M Buy
1,026,577
+23,537
+2% +$1.79M 0.37% 48
2017
Q4 		$75.5M Buy
1,003,040
+87,706
+10% +$6.62M 0.38% 45
2017
Q3 		$70.4M Buy
915,334
+69,980
+8% +$5.29M 0.4% 47
2017
Q2 		$63.2M Buy
845,354
+67,822
+9% +$4.81M 0.39% 42
2017
Q1 		$51.7M Buy
777,532
+66,916
+9% +$4.46M 0.35% 48
2016
Q4 		$46.4M Sell
710,616
-431,774
-38% -$28M 0.35% 47
2016
Q3 		$80.8M Buy
1,142,390
+56,932
+5% +$4.15M 0.59% 23
2016
Q2 		$80.3M Buy
1,085,458
+233,768
+27% +$16.2M 0.63% 23
2016
Q1 		$55.3M Sell
851,690
-110,270
-11% -$7.5M 0.47% 37
2015
Q4 		$74.2M Buy
961,960
+33,277
+4% +$2.64M 0.68% 16
2015
Q3 		$76.5M Buy
928,683
+33,437
+4% +$2.98M 0.78% 12
2015
Q2 		$78.9M Buy
895,246
+37,520
+4% +$3.44M 0.81% 9
2015
Q1 		$75.8M Buy
857,726
+60,616
+8% +$5.38M 0.85% 9
2014
Q4 		$66.2M Buy
797,110
+49,500
+7% +$4.1M 0.82% 10
2014
Q3 		$63.1M Buy
747,610
+58,689
+9% +$4.75M 0.85% 9
2014
Q2 		$55.9M Buy
688,921
+88,153
+15% +$6.93M 0.81% 10
2014
Q1 		$45.8M Buy
+600,768
New +$43.8M 0.64% 13
2013
Q4 		– Sell
-432,086
Closed -$30M – 16
2013
Q3 		$29.7M Buy
432,086
+76,184
+21% +$5.04M 0.57% 17
2013
Q2 		$22.6M Buy
+355,902
New +$23.2M 0.54% 23

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Aperio Group's NVS Position: Q4 2020 in Review

Aperio Group increased its Novartis (NVS) stake by 5.5% in Q4 2020, buying an estimated $5.43M and bringing the position to 1,183,853 shares worth $112M. The position accounts for 0.33% of the portfolio, ranked #52.

Aperio Group first reported a position in NVS in Q2 2013 and has held it in 30 quarters since. The position peaked at $112M in Q4 2019. 1,177 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

  • Aperio Group held 1,183,853 shares of Novartis worth $112M as of Q4 2020.
  • Aperio Group bought 62,090 Novartis shares in Q4 2020, an estimated $5.43M.
  • Novartis made up 0.33% of Aperio Group's portfolio in Q4 2020, its #52 holding.
  • Aperio Group first reported a position in Novartis in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Novartis position peaked at $112M in Q4 2019.
  • 1,177 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.