Atwater Malick’s Novartis NVS Stock Holding History

Atwater Malick’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
2019 Q4	–	Sell	-900	Closed	-$78K	–	149
2019 Q3	$78K	Buy	+900	New	+$80.8K	0.07%	57

Other funds holding NVS

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Atwater Malick's NVS Position: Q4 2019 in Review

Atwater Malick sold out of Novartis (NVS) in Q4 2019, closing a stake of 900 shares — an estimated $78K sold.

Atwater Malick first reported a position in NVS in Q3 2019 and held it in 1 quarter. The position peaked at $78K in Q3 2019. 1,172 funds tracked by Wall St. Rank hold NVS as of Q4 2019.

Atwater Malick reported no remaining Novartis position as of Q4 2019 after selling out during the quarter.
Atwater Malick sold 900 Novartis shares in Q4 2019, an estimated $78K.
Atwater Malick first reported a position in Novartis in Q3 2019 and held it in 1 quarter.
Atwater Malick's Novartis position peaked at $78K in Q3 2019.
1,172 funds tracked by Wall St. Rank held Novartis as of Q4 2019.

Based on Atwater Malick's 13F filing for Q4 2019, filed 7 Jan 2020.