Berman Capital Advisors’s Novartis NVS Stock Holding History

Berman Capital 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
2021 Q3	$41K	Sell	504 -48	-9%	-$4.32K	0.01%	755
2021 Q2	$50K	Buy	552 +33	+6%	+$2.94K	0.01%	577
2021 Q1	$44K	Buy	519 +46	+10%	+$4.13K	0.01%	525
2020 Q4	$44K	Sell	473 -12	-2%	-$1.05K	0.01%	440
2020 Q3	$42K	Sell	485 -278	-36%	-$24.1K	0.01%	389
2020 Q2	$65K	Buy	763 +21	+3%	+$1.81K	0.02%	284
2020 Q1	$59K	Buy	742 +207	+39%	+$18.5K	0.02%	265
2019 Q4	$50K	Hold	535	–	–	0.01%	323
2019 Q3	$46K	Sell	535 -127	-19%	-$11.4K	0.01%	320
2019 Q2	$59K	Buy	662 +227	+52%	+$19.2K	0.02%	280
2019 Q1	$37K	Sell	435 -225	-34%	-$18.1K	0.01%	323
2018 Q4	$50K	Buy	+660	New	+$51.4K	0.02%	252

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Berman Capital Advisors's NVS Position: Q3 2021 in Review

Berman Capital Advisors reduced its Novartis (NVS) stake by 8.7% in Q3 2021, selling an estimated $4.32K and leaving 504 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #755.

Berman Capital Advisors first reported a position in NVS in Q4 2018 and has held it in 12 quarters since. The position peaked at $65K in Q2 2020. 1,081 funds tracked by Wall St. Rank hold NVS as of Q3 2021.

Berman Capital Advisors held 504 shares of Novartis worth $41K as of Q3 2021.
Berman Capital Advisors sold 48 Novartis shares in Q3 2021, an estimated $4.32K.
Novartis made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #755 holding.
Berman Capital Advisors first reported a position in Novartis in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Novartis position peaked at $65K in Q2 2020.
1,081 funds tracked by Wall St. Rank held Novartis as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.