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Buckingham Capital Management (Ohio)’s Novartis NVS Stock Holding History

Buckingham Capital Management (Ohio)’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
-2,339
Closed -$203K – 134
2019
Q3 		$203K Buy
+2,339
New +$210K 0.04% 127
2019
Q2 		– Sell
-2,638
Closed -$227K – 132
2019
Q1 		$227K Buy
+2,638
New +$212K 0.04% 122
2018
Q4 		– Sell
-2,806
Closed -$217K – 133
2018
Q3 		$217K Sell
2,806
-659
-19% -$48.7K 0.04% 129
2018
Q2 		$235K Hold
3,465
– – 0.05% 136
2018
Q1 		$251K Hold
3,465
– – 0.05% 134
2017
Q4 		$261K Sell
3,465
-370
-10% -$27.9K 0.05% 131
2017
Q3 		$295K Sell
3,835
-144
-4% -$10.9K 0.07% 131
2017
Q2 		$298K Sell
3,979
-44
-1% -$3.12K 0.07% 135
2017
Q1 		$268K Sell
4,023
-614
-13% -$40.9K 0.06% 134
2016
Q4 		$303K Sell
4,637
-502
-10% -$32.6K 0.08% 130
2016
Q3 		$364K Sell
5,139
-938
-15% -$68.4K 0.09% 128
2016
Q2 		$449K Sell
6,077
-569
-9% -$39.3K 0.12% 130
2016
Q1 		$431K Sell
6,646
-1,004
-13% -$68.3K 0.12% 134
2015
Q4 		$590K Sell
7,650
-1,194
-14% -$94.8K 0.17% 123
2015
Q3 		$728K Sell
8,844
-503
-5% -$44.8K 0.21% 112
2015
Q2 		$826K Sell
9,347
-362
-4% -$33.2K 0.23% 110
2015
Q1 		$858K Sell
9,709
-335
-3% -$29.7K 0.25% 106
2014
Q4 		$834K Sell
10,044
-1,033
-9% -$85.6K 0.25% 107
2014
Q3 		$934K Sell
11,077
-464
-4% -$37.5K 0.29% 106
2014
Q2 		$936K Sell
11,541
-150
-1% -$11.8K 0.3% 106
2014
Q1 		$891K Sell
11,691
-625
-5% -$45.5K 0.3% 104
2013
Q4 		$887K Sell
12,316
-112
-0.9% -$7.79K 0.31% 100
2013
Q3 		$858K Sell
12,428
-1,953
-14% -$129K 0.35% 98
2013
Q2 		$911K Buy
+14,381
New +$936K 0.37% 82

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s NVS Position: Q4 2019 in Review

Buckingham Capital Management (Ohio) sold out of Novartis (NVS) in Q4 2019, closing a stake of 2,339 shares — an estimated $203K sold.

Buckingham Capital Management (Ohio) first reported a position in NVS in Q2 2013 and held it in 24 quarters. The position peaked at $936K in Q2 2014. 1,173 funds tracked by Wall St. Rank hold NVS as of Q4 2019.

  • Buckingham Capital Management (Ohio) reported no remaining Novartis position as of Q4 2019 after selling out during the quarter.
  • Buckingham Capital Management (Ohio) sold 2,339 Novartis shares in Q4 2019, an estimated $203K.
  • Buckingham Capital Management (Ohio) first reported a position in Novartis in Q2 2013 and held it in 24 quarters.
  • Buckingham Capital Management (Ohio)'s Novartis position peaked at $936K in Q2 2014.
  • 1,173 funds tracked by Wall St. Rank held Novartis as of Q4 2019.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2019, filed 13 Feb 2020.