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Beech Hill Advisors’s Novartis NVS Stock Holding History

Beech Hill Advisors’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
2015
Q3 		– Sell
-32,944
Closed -$2.9M – 109
2015
Q2 		$2.9M Sell
32,944
-2,037
-6% -$187K 1.49% 28
2015
Q1 		$3.09M Sell
34,981
-368
-1% -$32.6K 1.45% 28
2014
Q4 		$2.94M Buy
35,349
+167
+0.5% +$13.8K 1.46% 27
2014
Q3 		$2.97M Sell
35,182
-24,412
-41% -$1.98M 1.4% 31
2014
Q2 		$4.83M Sell
59,594
-1,926
-3% -$151K 2.13% 15
2014
Q1 		$4.69M Buy
61,520
+419
+0.7% +$30.5K 2.2% 16
2013
Q4 		$4.4M Sell
61,101
-725
-1% -$50.4K 2.22% 17
2013
Q3 		$4.25M Sell
61,826
-475
-0.8% -$31.4K 2.3% 13
2013
Q2 		$3.95M Buy
+62,301
New +$4.05M 2.23% 17

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Beech Hill Advisors's NVS Position: Q3 2015 in Review

Beech Hill Advisors sold out of Novartis (NVS) in Q3 2015, closing a stake of 32,944 shares — an estimated $2.9M sold.

Beech Hill Advisors first reported a position in NVS in Q2 2013 and held it in 9 quarters. The position peaked at $4.83M in Q2 2014. 926 funds tracked by Wall St. Rank hold NVS as of Q3 2015.

  • Beech Hill Advisors reported no remaining Novartis position as of Q3 2015 after selling out during the quarter.
  • Beech Hill Advisors sold 32,944 Novartis shares in Q3 2015, an estimated $2.9M.
  • Beech Hill Advisors first reported a position in Novartis in Q2 2013 and held it in 9 quarters.
  • Beech Hill Advisors's Novartis position peaked at $4.83M in Q2 2014.
  • 926 funds tracked by Wall St. Rank held Novartis as of Q3 2015.

Based on Beech Hill Advisors's 13F filing for Q3 2015, filed 30 Oct 2015.