Ardsley Advisory Partners’s Novartis NVS Stock Holding History

Ardsley Advisory Partners’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	-10,000	Closed	-$947K	–	145
2019 Q4	$947K	Buy	+10,000	New	+$897K	0.15%	77
2019 Q2	–	Sell	-10,044	Closed	-$865K	–	168
2019 Q1	$865K	Buy	10,044 +2,232	+29%	+$179K	0.17%	59
2018 Q4	$601K	Buy	+7,812	New	+$608K	0.15%	60
2017 Q3	–	Sell	-4,464	Closed	-$334K	–	153
2017 Q2	$334K	Buy	+4,464	New	+$316K	0.05%	111
2016 Q1	–	Sell	-2,790	Closed	-$215K	–	174
2015 Q4	$215K	Hold	2,790	–	–	0.03%	129
2015 Q3	$230K	Hold	2,790	–	–	0.06%	119
2015 Q2	$244K	Hold	2,790	–	–	0.03%	141
2015 Q1	$247K	Hold	2,790	–	–	0.03%	162
2014 Q4	$232K	Hold	2,790	–	–	0.04%	158
2014 Q3	$235K	Hold	2,790	–	–	0.03%	159
2014 Q2	$226K	Buy	+2,790	New	+$219K	0.03%	218

Other funds holding NVS

Primecap Management

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

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

Franklin Resources

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

Renaissance Technologies

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

Mawer Investment Management

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