Autus Asset Management’s Novartis NVS Stock Holding History

Autus Asset Management’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	-3,373	Closed	-$319K	–	149
2019 Q4	$319K	Sell	3,373 -104	-3%	-$9.33K	0.05%	130
2019 Q3	$302K	Buy	3,477 +93	+3%	+$8.35K	0.05%	133
2019 Q2	$309K	Sell	3,384 -383	-10%	-$32.4K	0.05%	128
2019 Q1	$324K	Buy	+3,767	New	+$302K	0.05%	130
2016 Q1	–	Sell	-5,487	Closed	-$423K	–	163
2015 Q4	$423K	Sell	5,487 -625	-10%	-$49.6K	0.11%	122
2015 Q3	$503K	Sell	6,112 -1,284	-17%	-$114K	0.15%	93
2015 Q2	$652K	Buy	7,396 +235	+3%	+$21.6K	0.18%	88
2015 Q1	$633K	Buy	+7,161	New	+$635K	0.18%	86

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

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

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

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

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

Autus Asset Management's NVS Position: Q1 2020 in Review

Autus Asset Management sold out of Novartis (NVS) in Q1 2020, closing a stake of 3,373 shares — an estimated $319K sold.

Autus Asset Management first reported a position in NVS in Q1 2015 and held it in 8 quarters. The position peaked at $652K in Q2 2015. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

Autus Asset Management reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
Autus Asset Management sold 3,373 Novartis shares in Q1 2020, an estimated $319K.
Autus Asset Management first reported a position in Novartis in Q1 2015 and held it in 8 quarters.
Autus Asset Management's Novartis position peaked at $652K in Q2 2015.
1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Autus Asset Management's 13F filing for Q1 2020, filed 16 Apr 2020.