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Chartwell Investment Partners’s Novartis NVS Stock Holding History

Chartwell Investment Partners’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
Q1 		– Sell
-23,439
Closed -$2.22M – 414
2019
Q4 		$2.22M Sell
23,439
-8,166
-26% -$733K 0.07% 273
2019
Q3 		$2.75M Sell
31,605
-4,528
-13% -$407K 0.09% 275
2019
Q2 		$3.3M Buy
36,133
+450
+1% +$38.1K 0.11% 264
2019
Q1 		$3.07M Sell
35,683
-1,369
-4% -$110K 0.1% 272
2018
Q4 		$2.85M Buy
37,052
+3,241
+10% +$252K 0.1% 273
2018
Q3 		$2.61M Buy
33,811
+26,791
+382% +$1.98M 0.08% 343
2018
Q2 		$475K Buy
+7,020
New +$484K 0.01% 475
2015
Q4 		– Sell
-27,320
Closed -$2.25M – 302
2015
Q3 		$2.25M Hold
27,320
– – 0.05% 263
2015
Q2 		$2.41M Sell
27,320
-1,194
-4% -$110K 0.05% 272
2015
Q1 		$2.52M Sell
28,514
-7,730
-21% -$686K 0.05% 273
2014
Q4 		$3.01M Buy
36,244
+4,676
+15% +$388K 0.06% 296
2014
Q3 		$2.66M Sell
31,568
-1,172
-4% -$94.8K 0.06% 293
2014
Q2 		$2.66M Sell
32,740
-2,339
-7% -$184K 0.06% 286
2014
Q1 		$2.67M Buy
35,079
+435
+1% +$31.7K 0.05% 281
2013
Q4 		$2.5M Sell
34,644
-184
-0.5% -$12.8K 0.05% 292
2013
Q3 		$2.39M Sell
34,828
-447
-1% -$29.6K 0.05% 299
2013
Q2 		$2.23M Buy
+35,275
New +$2.3M 0.06% 293

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
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
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

Chartwell Investment Partners's NVS Position: Q1 2020 in Review

Chartwell Investment Partners sold out of Novartis (NVS) in Q1 2020, closing a stake of 23,439 shares — an estimated $2.22M sold.

Chartwell Investment Partners first reported a position in NVS in Q2 2013 and held it in 17 quarters. The position peaked at $3.3M in Q2 2019. 1,132 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

  • Chartwell Investment Partners reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
  • Chartwell Investment Partners sold 23,439 Novartis shares in Q1 2020, an estimated $2.22M.
  • Chartwell Investment Partners first reported a position in Novartis in Q2 2013 and held it in 17 quarters.
  • Chartwell Investment Partners's Novartis position peaked at $3.3M in Q2 2019.
  • 1,132 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Chartwell Investment Partners's 13F filing for Q1 2020, filed 30 Apr 2020.