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ARS Investment Partners’s Novartis NVS Stock Holding History

ARS Investment 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
2021
Q2 		– Sell
-2,400
Closed -$205K – 144
2021
Q1 		$205K Hold
2,400
– – 0.02% 131
2020
Q4 		$227K Hold
2,400
– – 0.03% 109
2020
Q3 		$209K Hold
2,400
– – 0.03% 97
2020
Q2 		$210K Buy
+2,400
New +$207K 0.04% 65
2020
Q1 		– Sell
-2,400
Closed -$227K – 106
2019
Q4 		$227K Hold
2,400
– – 0.04% 105
2019
Q3 		$209K Sell
2,400
-2,500
-51% -$224K 0.04% 103
2019
Q2 		$447K Buy
4,900
+2,222
+83% +$188K 0.08% 101
2019
Q1 		$231K Hold
2,678
– – 0.04% 107
2018
Q4 		$206K Hold
2,678
– – 0.04% 111
2018
Q3 		$207K Buy
+2,678
New +$198K 0.03% 117
2016
Q1 		– Sell
-37,373
Closed -$2.88M – 91
2015
Q4 		$2.88M Sell
37,373
-52,982
-59% -$4.21M 0.68% 51
2015
Q3 		$7.44M Buy
90,355
+1,071
+1% +$95.3K 1.71% 24
2015
Q2 		$7.87M Sell
89,284
-2,950
-3% -$271K 1.44% 30
2015
Q1 		$8.15M Sell
92,234
-8,101
-8% -$719K 1.51% 30
2014
Q4 		$8.33M Sell
100,335
-3,119
-3% -$259K 1.42% 28
2014
Q3 		$8.73M Buy
103,454
+889
+0.9% +$71.9K 1.33% 29
2014
Q2 		$8.32M Buy
102,565
+13,921
+16% +$1.09M 1.29% 28
2014
Q1 		$6.75M Sell
88,644
-4,584
-5% -$334K 1.19% 31
2013
Q4 		$6.71M Sell
93,228
-5,419
-5% -$377K 1.13% 31
2013
Q3 		$6.78M Sell
98,647
-6,735
-6% -$446K 1.16% 31
2013
Q2 		$6.68M Buy
+105,382
New +$6.86M 1.17% 32

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ARS Investment Partners's NVS Position: Q2 2021 in Review

ARS Investment Partners sold out of Novartis (NVS) in Q2 2021, closing a stake of 2,400 shares — an estimated $205K sold.

ARS Investment Partners first reported a position in NVS in Q2 2013 and held it in 21 quarters. The position peaked at $8.73M in Q3 2014. 1,120 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

  • ARS Investment Partners reported no remaining Novartis position as of Q2 2021 after selling out during the quarter.
  • ARS Investment Partners sold 2,400 Novartis shares in Q2 2021, an estimated $205K.
  • ARS Investment Partners first reported a position in Novartis in Q2 2013 and held it in 21 quarters.
  • ARS Investment Partners's Novartis position peaked at $8.73M in Q3 2014.
  • 1,120 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on ARS Investment Partners's 13F filing for Q2 2021, filed 6 Aug 2021.