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C.M. Bidwell & Associates’s Novartis NVS Stock Holding History

C.M. Bidwell & Associates’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
Q2 		– Sell
-1,450
Closed -$120K – 445
2020
Q1 		$120K Sell
1,450
-285
-16% -$25.4K 0.13% 150
2019
Q4 		$164K Sell
1,735
-435
-20% -$39K 0.15% 129
2019
Q3 		$189K Buy
+2,170
New +$195K 0.19% 134
2018
Q1 		– Sell
-2,751
Closed -$207K – 421
2017
Q4 		$207K Hold
2,751
– – 0.18% 153
2017
Q3 		$212K Buy
+2,751
New +$208K 0.33% 116

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

C.M. Bidwell & Associates's NVS Position: Q2 2020 in Review

C.M. Bidwell & Associates sold out of Novartis (NVS) in Q2 2020, closing a stake of 1,450 shares — an estimated $120K sold.

C.M. Bidwell & Associates first reported a position in NVS in Q3 2017 and held it in 5 quarters. The position peaked at $212K in Q3 2017. 1,128 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

  • C.M. Bidwell & Associates reported no remaining Novartis position as of Q2 2020 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,450 Novartis shares in Q2 2020, an estimated $120K.
  • C.M. Bidwell & Associates first reported a position in Novartis in Q3 2017 and held it in 5 quarters.
  • C.M. Bidwell & Associates's Novartis position peaked at $212K in Q3 2017.
  • 1,128 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2020, filed 14 Aug 2020.