Brandywine Global Investment Management’s Novartis NVS Stock Holding History

Brandywine Global 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
2014 Q3	–	Sell	-728,636	Closed	-$59.1M	–	996
2014 Q2	$59.1M	Buy	728,636 +26,248	+4%	+$2.06M	0.46%	50
2014 Q1	$53.5M	Buy	702,388 +37,698	+6%	+$2.75M	0.46%	48
2013 Q4	$47.9M	Sell	664,690 -1,785	-0.3%	-$124K	0.44%	50
2013 Q3	$45.8M	Sell	666,475 -1,563	-0.2%	-$103K	0.46%	55
2013 Q2	$42.3M	Buy	+668,038	New	+$43.5M	0.43%	52

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brandywine Global Investment Management's NVS Position: Q3 2014 in Review

Brandywine Global Investment Management sold out of Novartis (NVS) in Q3 2014, closing a stake of 728,636 shares — an estimated $59.1M sold.

Brandywine Global Investment Management first reported a position in NVS in Q2 2013 and held it in 5 quarters. The position peaked at $59.1M in Q2 2014. 874 funds tracked by Wall St. Rank hold NVS as of Q3 2014.

Brandywine Global Investment Management reported no remaining Novartis position as of Q3 2014 after selling out during the quarter.
Brandywine Global Investment Management sold 728,636 Novartis shares in Q3 2014, an estimated $59.1M.
Brandywine Global Investment Management first reported a position in Novartis in Q2 2013 and held it in 5 quarters.
Brandywine Global Investment Management's Novartis position peaked at $59.1M in Q2 2014.
874 funds tracked by Wall St. Rank held Novartis as of Q3 2014.

Based on Brandywine Global Investment Management's 13F filing for Q3 2014, filed 14 Nov 2014.