BCMIO
NVS icon

Beacon Capital Management Inc (Ohio)’s Novartis NVS Stock Holding History

Beacon Capital Management Inc (Ohio)’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
-2
Closed – – 121
2019
Q2 		$0 Buy
+2
New +$169 ﹤0.01% 144
2017
Q2 		– Sell
-1
Closed – – 168
2017
Q1 		$0 Buy
+1
New +$67 ﹤0.01% 170

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s NVS Position: Q3 2019 in Review

Beacon Capital Management Inc (Ohio) sold out of Novartis (NVS) in Q3 2019, closing a stake of 2 shares.

Beacon Capital Management Inc (Ohio) first reported a position in NVS in Q1 2017 and held it in 2 quarters. The position peaked at $0 in Q2 2019. 1,090 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

  • Beacon Capital Management Inc (Ohio) reported no remaining Novartis position as of Q3 2019 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 2 Novartis shares in Q3 2019.
  • Beacon Capital Management Inc (Ohio) first reported a position in Novartis in Q1 2017 and held it in 2 quarters.
  • Beacon Capital Management Inc (Ohio)'s Novartis position peaked at $0 in Q2 2019.
  • 1,090 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2019, filed 22 Oct 2019.