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BlackRock Investment Management’s Novartis NVS Stock Holding History

BlackRock Investment Management’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
2016
Q4 		$55.7M Buy
853,473
+54,437
+7% +$3.53M 0.06% 283
2016
Q3 		$56.5M Buy
799,036
+67,087
+9% +$4.89M 0.07% 271
2016
Q2 		$54.1M Buy
731,949
+84,710
+13% +$5.85M 0.07% 278
2016
Q1 		$42M Buy
647,239
+176,110
+37% +$12M 0.05% 324
2015
Q4 		$36.3M Sell
471,129
-47,447
-9% -$3.77M 0.05% 355
2015
Q3 		$42.7M Buy
518,576
+19,077
+4% +$1.7M 0.06% 307
2015
Q2 		$44M Buy
499,499
+53,569
+12% +$4.91M 0.05% 318
2015
Q1 		$39.4M Sell
445,930
-4,231
-0.9% -$375K 0.05% 343
2014
Q4 		$37.4M Buy
450,161
+35,241
+8% +$2.92M 0.05% 351
2014
Q3 		$35M Buy
414,920
+10,242
+3% +$829K 0.05% 346
2014
Q2 		$32.8M Sell
404,678
-31,726
-7% -$2.5M 0.04% 380
2014
Q1 		$33.2M Buy
436,404
+51,938
+14% +$3.78M 0.05% 349
2013
Q4 		$27.7M Buy
384,466
+13,226
+4% +$919K 0.04% 385
2013
Q3 		$25.5M Buy
371,240
+64,461
+21% +$4.26M 0.04% 389
2013
Q2 		$19.4M Buy
+306,779
New +$20M 0.03% 447

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

BlackRock Investment Management's NVS Position: Q4 2016 in Review

BlackRock Investment Management increased its Novartis (NVS) stake by 6.8% in Q4 2016, buying an estimated $3.53M and bringing the position to 853,473 shares worth $55.7M. The position accounts for 0.06% of the portfolio, ranked #283.

BlackRock Investment Management first reported a position in NVS in Q2 2013 and has held it in 15 quarters since. The position peaked at $56.5M in Q3 2016. 904 funds tracked by Wall St. Rank hold NVS as of Q4 2016.

  • BlackRock Investment Management held 853,473 shares of Novartis worth $55.7M as of Q4 2016.
  • BlackRock Investment Management bought 54,437 Novartis shares in Q4 2016, an estimated $3.53M.
  • Novartis made up 0.06% of BlackRock Investment Management's portfolio in Q4 2016, its #283 holding.
  • BlackRock Investment Management first reported a position in Novartis in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Investment Management's Novartis position peaked at $56.5M in Q3 2016.
  • 904 funds tracked by Wall St. Rank held Novartis as of Q4 2016.

Based on BlackRock Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.