Benson Investment Management Company’s Novartis NVS Stock Holding History

Benson Investment Management Company’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
2020 Q4	–	Sell	-40,725	Closed	-$3.54M	–	59
2020 Q3	$3.54M	Buy	40,725 +105	+0.3%	+$9.1K	2.27%	29
2020 Q2	$3.55M	Buy	40,620 +115	+0.3%	+$9.93K	2.45%	19
2020 Q1	$3.34M	Buy	40,505 +645	+2%	+$57.5K	2.68%	14
2019 Q4	$3.77M	Hold	39,860	–	–	2.43%	21
2019 Q3	$3.46M	Sell	39,860 -1,250	-3%	-$112K	2.49%	19
2019 Q2	$3.75M	Buy	41,110 +3,300	+9%	+$279K	2.83%	11
2019 Q1	$3.26M	Buy	+37,810	New	+$3.04M	2.52%	18
2018 Q2	–	Sell	-11	Closed	-$1K	–	79
2018 Q1	$1K	Buy	+11	New	+$837	﹤0.01%	81
2017 Q4	–	Sell	-11	Closed	-$1K	–	77
2017 Q3	$1K	Hold	11	–	–	﹤0.01%	86
2017 Q2	$1K	Hold	11	–	–	﹤0.01%	89
2017 Q1	$1K	Buy	+11	New	+$733	﹤0.01%	90

Other funds holding NVS

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Benson Investment Management Company's NVS Position: Q4 2020 in Review

Benson Investment Management Company sold out of Novartis (NVS) in Q4 2020, closing a stake of 40,725 shares — an estimated $3.54M sold.

Benson Investment Management Company first reported a position in NVS in Q1 2017 and held it in 11 quarters. The position peaked at $3.77M in Q4 2019. 1,177 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

Benson Investment Management Company reported no remaining Novartis position as of Q4 2020 after selling out during the quarter.
Benson Investment Management Company sold 40,725 Novartis shares in Q4 2020, an estimated $3.54M.
Benson Investment Management Company first reported a position in Novartis in Q1 2017 and held it in 11 quarters.
Benson Investment Management Company's Novartis position peaked at $3.77M in Q4 2019.
1,177 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on Benson Investment Management Company's 13F filing for Q4 2020, filed 13 Jan 2021.