Bain Capital Public Equity Management’s Novartis NVS Stock Holding History

Bain Capital Public Equity 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
2019 Q2	–	Sell	-984,312	Closed	-$84.8M	–	28
2019 Q1	$84.8M	Sell	984,312 -177,033	-15%	-$14.2M	8.09%	2
2018 Q4	$89.3M	Buy	1,161,345 +191,651	+20%	+$14.9M	8.35%	2
2018 Q3	$74.9M	Buy	969,694 +397,883	+70%	+$29.4M	5.29%	3
2018 Q2	$38.7M	Buy	+571,811	New	+$39.5M	2.61%	14
2017 Q4	–	Sell	-370,261	Closed	-$28.5M	–	99
2017 Q3	$28.5M	Sell	370,261 -242,691	-40%	-$18.3M	1.8%	15
2017 Q2	$45.8M	Buy	+612,952	New	+$43.4M	2.76%	15

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Bain Capital Public Equity Management's NVS Position: Q2 2019 in Review

Bain Capital Public Equity Management sold out of Novartis (NVS) in Q2 2019, closing a stake of 984,312 shares — an estimated $84.8M sold.

Bain Capital Public Equity Management first reported a position in NVS in Q2 2017 and held it in 6 quarters. The position peaked at $89.3M in Q4 2018. 1,094 funds tracked by Wall St. Rank hold NVS as of Q2 2019.

Bain Capital Public Equity Management reported no remaining Novartis position as of Q2 2019 after selling out during the quarter.
Bain Capital Public Equity Management sold 984,312 Novartis shares in Q2 2019, an estimated $84.8M.
Bain Capital Public Equity Management first reported a position in Novartis in Q2 2017 and held it in 6 quarters.
Bain Capital Public Equity Management's Novartis position peaked at $89.3M in Q4 2018.
1,094 funds tracked by Wall St. Rank held Novartis as of Q2 2019.

Based on Bain Capital Public Equity Management's 13F filing for Q2 2019.