Bank of Edwardsville’s Novartis NVS Stock Holding History

Bank of Edwardsville’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 Q3	–	Sell	-4,796	Closed	-$438K	–	60
2019 Q2	$438K	Sell	4,796 -569	-11%	-$48.2K	0.55%	51
2019 Q1	$462K	Buy	+5,365	New	+$431K	0.7%	47

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 $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of Edwardsville's NVS Position: Q3 2019 in Review

Bank of Edwardsville sold out of Novartis (NVS) in Q3 2019, closing a stake of 4,796 shares — an estimated $438K sold.

Bank of Edwardsville first reported a position in NVS in Q1 2019 and held it in 2 quarters. The position peaked at $462K in Q1 2019. 1,091 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

Bank of Edwardsville reported no remaining Novartis position as of Q3 2019 after selling out during the quarter.
Bank of Edwardsville sold 4,796 Novartis shares in Q3 2019, an estimated $438K.
Bank of Edwardsville first reported a position in Novartis in Q1 2019 and held it in 2 quarters.
Bank of Edwardsville's Novartis position peaked at $462K in Q1 2019.
1,091 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on Bank of Edwardsville's 13F filing for Q3 2019.