Chad R. Baker’s Novartis NVS Stock Holding History

Chad R. Baker’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
2021 Q2	–	Sell	-9,315	Closed	-$796K	–	53
2021 Q1	$796K	Hold	9,315	–	–	0.19%	51
2020 Q4	$879K	Hold	9,315	–	–	0.21%	50
2020 Q3	$810K	Hold	9,315	–	–	0.22%	53
2020 Q2	$814K	Hold	9,315	–	–	0.25%	53
2020 Q1	$768K	Hold	9,315	–	–	0.3%	51
2019 Q4	$882K	Hold	9,315	–	–	0.29%	50
2019 Q3	$809K	Hold	9,315	–	–	0.29%	50
2019 Q2	$850K	Sell	9,315 -1,081	-10%	-$91.5K	0.3%	49
2019 Q1	$895K	Hold	10,396	–	–	0.32%	50
2018 Q4	$800K	Hold	10,396	–	–	0.35%	50
2018 Q3	$802K	Hold	10,396	–	–	0.29%	52
2018 Q2	$704K	Hold	10,396	–	–	0.28%	53
2018 Q1	$753K	Buy	10,396 +1,730	+20%	+$132K	0.3%	52
2017 Q4	$652K	Buy	8,666 +2,651	+44%	+$200K	0.26%	52
2017 Q3	$463K	Buy	6,015 +502	+9%	+$37.9K	0.18%	55
2017 Q2	$412K	Hold	5,513	–	–	0.16%	57
2017 Q1	$367K	Buy	5,513 +1,534	+39%	+$102K	0.15%	57
2016 Q4	$259K	Sell	3,979 -73,098	-95%	-$4.74M	0.11%	57
2016 Q3	$5.45M	Hold	77,077	–	–	2.34%	14
2016 Q2	$5.7M	Hold	77,077	–	–	2.54%	12
2016 Q1	$5M	Sell	77,077 -558	-0.7%	-$38K	2.27%	14
2015 Q4	$5.99M	Buy	+77,635	New	+$6.17M	2.67%	10

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Chad R. Baker's NVS Position: Q2 2021 in Review

Chad R. Baker sold out of Novartis (NVS) in Q2 2021, closing a stake of 9,315 shares — an estimated $796K sold.

Chad R. Baker first reported a position in NVS in Q4 2015 and held it in 22 quarters. The position peaked at $5.99M in Q4 2015. 1,120 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

Chad R. Baker reported no remaining Novartis position as of Q2 2021 after selling out during the quarter.
Chad R. Baker sold 9,315 Novartis shares in Q2 2021, an estimated $796K.
Chad R. Baker first reported a position in Novartis in Q4 2015 and held it in 22 quarters.
Chad R. Baker's Novartis position peaked at $5.99M in Q4 2015.
1,120 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on Chad R. Baker's 13F filing for Q2 2021, filed 4 Aug 2021.