Blackhawk Capital Partners’s Novartis NVS Stock Holding History

Blackhawk Capital Partners’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 Q1	–	Sell	-3,399	Closed	-$296K	–	97
2020 Q4	$296K	Buy	3,399 +134	+4%	+$11.7K	0.25%	72
2020 Q3	$285K	Sell	3,265 -1,860	-36%	-$161K	0.26%	71
2020 Q2	$423K	Buy	+5,125	New	+$442K	0.5%	53
2019 Q2	–	Sell	-2,764	Closed	-$238K	–	110
2019 Q1	$238K	Sell	2,764 -856	-24%	-$68.7K	0.25%	78
2018 Q4	$278K	Buy	+3,620	New	+$282K	0.35%	58
2018 Q3	–	Sell	-2,226	Closed	-$151K	–	206
2018 Q2	$151K	Hold	2,226	–	–	0.17%	100
2018 Q1	$161K	Sell	2,226 -252	-10%	-$19.2K	0.14%	109
2017 Q4	$186K	Buy	+2,478	New	+$187K	0.16%	95

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 $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Blackhawk Capital Partners's NVS Position: Q1 2021 in Review

Blackhawk Capital Partners sold out of Novartis (NVS) in Q1 2021, closing a stake of 3,399 shares — an estimated $296K sold.

Blackhawk Capital Partners first reported a position in NVS in Q4 2017 and held it in 8 quarters. The position peaked at $423K in Q2 2020. 1,135 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

Blackhawk Capital Partners reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
Blackhawk Capital Partners sold 3,399 Novartis shares in Q1 2021, an estimated $296K.
Blackhawk Capital Partners first reported a position in Novartis in Q4 2017 and held it in 8 quarters.
Blackhawk Capital Partners's Novartis position peaked at $423K in Q2 2020.
1,135 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on Blackhawk Capital Partners's 13F filing for Q1 2021, filed 11 May 2021.