Capital International Investors’s Novartis NVS Stock Holding History

Capital International Investors’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	-780,185	Closed	-$67.9M	–	454
2020 Q3	$67.9M	Buy	780,185 +32,839	+4%	+$2.84M	0.02%	297
2020 Q2	$65.3M	Sell	747,346 -399,590	-35%	-$34.5M	0.02%	287
2020 Q1	$94.6M	Buy	1,146,936 +701,358	+157%	+$62.6M	0.04%	217
2019 Q4	$42.2M	Buy	445,578 +477	+0.1%	+$42.8K	0.01%	280
2019 Q3	$38.7M	Sell	445,101 -346,945	-44%	-$31.2M	0.01%	284
2019 Q2	$72.3M	Sell	792,046 -91,068	-10%	-$7.71M	0.03%	257
2019 Q1	$76.1M	Sell	883,114 -750,788	-46%	-$60.3M	0.03%	245
2018 Q4	$126M	Buy	1,633,902 +1	+0%	+$78	0.06%	195
2018 Q3	$126M	Buy	1,633,901 +2	+0%	+$148	0.06%	212
2018 Q2	$111M	Buy	1,633,899 +75	+0%	+$5.18K	0.12%	140
2018 Q1	$118M	Hold	1,633,824	–	–	0.14%	143
2017 Q4	$123M	Hold	1,633,824	–	–	0.14%	146
2017 Q3	$126M	Hold	1,633,824	–	–	0.15%	144
2017 Q2	$122M	Hold	1,633,824	–	–	0.16%	145
2017 Q1	$109M	Hold	1,633,824	–	–	0.15%	150
2016 Q4	$107M	Hold	1,633,824	–	–	0.15%	148
2016 Q3	$116M	Hold	1,633,824	–	–	0.17%	141
2016 Q2	$121M	Hold	1,633,824	–	–	0.18%	139
2016 Q1	$106M	Hold	1,633,824	–	–	0.16%	143
2015 Q4	$126M	Hold	1,633,824	–	–	0.19%	135
2015 Q3	$135M	Hold	1,633,824	–	–	0.24%	115
2015 Q2	$144M	Hold	1,633,824	–	–	0.24%	126
2015 Q1	$144M	Hold	1,633,824	–	–	0.26%	114
2014 Q4	$136M	Hold	1,633,824	–	–	0.28%	103
2014 Q3	$138M	Hold	1,633,824	–	–	0.34%	92
2014 Q2	$133M	Hold	1,633,824	–	–	0.34%	96
2014 Q1	$124M	Hold	1,633,824	–	–	0.33%	98
2013 Q4	$118M	Hold	1,633,824	–	–	0.37%	91
2013 Q3	$112M	Hold	1,633,824	–	–	0.48%	80
2013 Q2	$104M	Buy	+1,633,824	New	+$106M	0.47%	85

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 $336B AUM 34.66% 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 $113B AUM 38.87% 1-Year Est. Return

Capital International Investors's NVS Position: Q4 2020 in Review

Capital International Investors sold out of Novartis (NVS) in Q4 2020, closing a stake of 780,185 shares — an estimated $67.9M sold.

Capital International Investors first reported a position in NVS in Q2 2013 and held it in 30 quarters. The position peaked at $144M in Q1 2015. 1,177 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

Capital International Investors reported no remaining Novartis position as of Q4 2020 after selling out during the quarter.
Capital International Investors sold 780,185 Novartis shares in Q4 2020, an estimated $67.9M.
Capital International Investors first reported a position in Novartis in Q2 2013 and held it in 30 quarters.
Capital International Investors's Novartis position peaked at $144M in Q1 2015.
1,177 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on Capital International Investors's 13F filing for Q4 2020, filed 12 Feb 2021.