Artisan Partners’s Novartis NVS Stock Holding History

Artisan 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 Q3	–	Sell	-183,621	Closed	-$16.8M	–	337
2021 Q2	$16.8M	Buy	183,621 +176,058	+2,328%	+$15.7M	0.02%	297
2021 Q1	$647K	Buy	7,563 +1,063	+16%	+$95.4K	﹤0.01%	342
2020 Q4	$614K	Buy	+6,500	New	+$568K	﹤0.01%	333

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Artisan Partners's NVS Position: Q3 2021 in Review

Artisan Partners sold out of Novartis (NVS) in Q3 2021, closing a stake of 183,621 shares — an estimated $16.8M sold.

Artisan Partners first reported a position in NVS in Q4 2020 and held it in 3 quarters. The position peaked at $16.8M in Q2 2021. 1,080 funds tracked by Wall St. Rank hold NVS as of Q3 2021.

Artisan Partners reported no remaining Novartis position as of Q3 2021 after selling out during the quarter.
Artisan Partners sold 183,621 Novartis shares in Q3 2021, an estimated $16.8M.
Artisan Partners first reported a position in Novartis in Q4 2020 and held it in 3 quarters.
Artisan Partners's Novartis position peaked at $16.8M in Q2 2021.
1,080 funds tracked by Wall St. Rank held Novartis as of Q3 2021.

Based on Artisan Partners's 13F filing for Q3 2021, filed 12 Nov 2021.