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 Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ardsley Advisory Partners's NVS Position: Q1 2020 in Review

Ardsley Advisory Partners sold out of Novartis (NVS) in Q1 2020, closing a stake of 10,000 shares — an estimated $947K sold.

Ardsley Advisory Partners first reported a position in NVS in Q2 2014 and held it in 11 quarters. The position peaked at $947K in Q4 2019. 1,132 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

Ardsley Advisory Partners reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
Ardsley Advisory Partners sold 10,000 Novartis shares in Q1 2020, an estimated $947K.
Ardsley Advisory Partners first reported a position in Novartis in Q2 2014 and held it in 11 quarters.
Ardsley Advisory Partners's Novartis position peaked at $947K in Q4 2019.
1,132 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Ardsley Advisory Partners's 13F filing for Q1 2020, filed 15 May 2020.