Burney Company’s Novartis NVS Stock Holding History

Burney Company’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
2020 Q4	–	Sell	-2,398	Closed	-$209K	–	541
2020 Q3	$209K	Buy	+2,398	New	+$208K	0.01%	472

Other funds holding NVS

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Burney Company's NVS Position: Q4 2020 in Review

Burney Company sold out of Novartis (NVS) in Q4 2020, closing a stake of 2,398 shares — an estimated $209K sold.

Burney Company first reported a position in NVS in Q3 2020 and held it in 1 quarter. The position peaked at $209K in Q3 2020. 1,177 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

Burney Company reported no remaining Novartis position as of Q4 2020 after selling out during the quarter.
Burney Company sold 2,398 Novartis shares in Q4 2020, an estimated $209K.
Burney Company first reported a position in Novartis in Q3 2020 and held it in 1 quarter.
Burney Company's Novartis position peaked at $209K in Q3 2020.
1,177 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on Burney Company's 13F filing for Q4 2020, filed 11 Feb 2021.