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Bank OZK’s Novartis NVS Stock Holding History

Bank OZK’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
2014
Q3 		– Sell
-2,544
Closed -$207K – 125
2014
Q2 		$207K Buy
+2,544
New +$200K 0.07% 122

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank OZK's NVS Position: Q3 2014 in Review

Bank OZK sold out of Novartis (NVS) in Q3 2014, closing a stake of 2,544 shares — an estimated $207K sold.

Bank OZK first reported a position in NVS in Q2 2014 and held it in 1 quarter. The position peaked at $207K in Q2 2014. 875 funds tracked by Wall St. Rank hold NVS as of Q3 2014.

  • Bank OZK reported no remaining Novartis position as of Q3 2014 after selling out during the quarter.
  • Bank OZK sold 2,544 Novartis shares in Q3 2014, an estimated $207K.
  • Bank OZK first reported a position in Novartis in Q2 2014 and held it in 1 quarter.
  • Bank OZK's Novartis position peaked at $207K in Q2 2014.
  • 875 funds tracked by Wall St. Rank held Novartis as of Q3 2014.

Based on Bank OZK's 13F filing for Q3 2014, filed 14 Nov 2014.