Baldwin Investment Management’s Novartis NVS Stock Holding History

Baldwin Investment 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
2021 Q1	–	Sell	-2,142	Closed	-$202K	–	248
2020 Q4	$202K	Buy	+2,142	New	+$187K	0.04%	233
2020 Q1	–	Sell	-2,142	Closed	-$203K	–	155
2019 Q4	$203K	Buy	+2,142	New	+$192K	0.05%	166
2019 Q2	–	Sell	-2,328	Closed	-$201K	–	167
2019 Q1	$201K	Buy	+2,328	New	+$187K	0.06%	163
2015 Q3	–	Sell	-2,272	Closed	-$200K	–	131
2015 Q2	$200K	Hold	2,272	–	–	0.08%	129
2015 Q1	$201K	Buy	+2,272	New	+$202K	0.08%	130

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Baldwin Investment Management's NVS Position: Q1 2021 in Review

Baldwin Investment Management sold out of Novartis (NVS) in Q1 2021, closing a stake of 2,142 shares — an estimated $202K sold.

Baldwin Investment Management first reported a position in NVS in Q1 2015 and held it in 5 quarters. The position peaked at $203K in Q4 2019. 1,135 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

Baldwin Investment Management reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
Baldwin Investment Management sold 2,142 Novartis shares in Q1 2021, an estimated $202K.
Baldwin Investment Management first reported a position in Novartis in Q1 2015 and held it in 5 quarters.
Baldwin Investment Management's Novartis position peaked at $203K in Q4 2019.
1,135 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on Baldwin Investment Management's 13F filing for Q1 2021, filed 14 May 2021.