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Bridges Investment Management’s Novartis NVS Stock Holding History

Bridges 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
2019
Q4 		– Sell
-9,446
Closed -$821K – 354
2019
Q3 		$821K Buy
9,446
+381
+4% +$34.2K 0.03% 226
2019
Q2 		$827K Sell
9,065
-1,052
-10% -$89K 0.03% 220
2019
Q1 		$871K Sell
10,117
-1,304
-11% -$105K 0.04% 207
2018
Q4 		$879K Buy
11,421
+6,105
+115% +$475K 0.04% 196
2018
Q3 		$411K Buy
+5,316
New +$393K 0.02% 214

Other funds holding NVS

Primecap Management
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Bridges Investment Management's NVS Position: Q4 2019 in Review

Bridges Investment Management sold out of Novartis (NVS) in Q4 2019, closing a stake of 9,446 shares — an estimated $821K sold.

Bridges Investment Management first reported a position in NVS in Q3 2018 and held it in 5 quarters. The position peaked at $879K in Q4 2018. 1,172 funds tracked by Wall St. Rank hold NVS as of Q4 2019.

  • Bridges Investment Management reported no remaining Novartis position as of Q4 2019 after selling out during the quarter.
  • Bridges Investment Management sold 9,446 Novartis shares in Q4 2019, an estimated $821K.
  • Bridges Investment Management first reported a position in Novartis in Q3 2018 and held it in 5 quarters.
  • Bridges Investment Management's Novartis position peaked at $879K in Q4 2018.
  • 1,172 funds tracked by Wall St. Rank held Novartis as of Q4 2019.

Based on Bridges Investment Management's 13F filing for Q4 2019, filed 18 Feb 2020.