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CIBC Bank USA’s Novartis NVS Stock Holding History

CIBC Bank USA’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
2019
Q4 		$658K Sell
6,960
-149
-2% -$13.4K 0.09% 140
2019
Q3 		$617K Buy
7,109
+504
+8% +$45.3K 0.09% 137
2019
Q2 		$602K Buy
6,605
+753
+13% +$63.7K 0.08% 140
2019
Q1 		$504K Hold
5,852
– – 0.07% 154
2018
Q4 		$450K Buy
+5,852
New +$456K 0.07% 151
2018
Q2 		– Sell
-3,830
Closed -$278K – 262
2018
Q1 		$278K Buy
3,830
+379
+11% +$28.9K 0.04% 209
2017
Q4 		$260K Buy
3,451
+101
+3% +$7.62K 0.03% 212
2017
Q3 		$258K Sell
3,350
-28
-0.8% -$2.12K 0.03% 218
2017
Q2 		$253K Sell
3,378
-311
-8% -$22K 0.03% 227
2017
Q1 		$245K Sell
3,689
-124
-3% -$8.26K 0.03% 224
2016
Q4 		$249K Hold
3,813
– – 0.04% 219
2016
Q3 		$270K Hold
3,813
– – 0.04% 208
2016
Q2 		$281K Sell
3,813
-652
-15% -$45K 0.04% 200
2016
Q1 		$290K Hold
4,465
– – 0.05% 174
2015
Q4 		$344K Sell
4,465
-1,781
-29% -$141K 0.06% 181
2015
Q3 		$515K Sell
6,246
-57
-0.9% -$5.07K 0.09% 134
2015
Q2 		$555K Sell
6,303
-41
-0.6% -$3.76K 0.09% 143
2015
Q1 		$561K Sell
6,344
-3,290
-34% -$292K 0.1% 142
2014
Q4 		$800K Sell
9,634
-330
-3% -$27.4K 0.14% 116
2014
Q3 		$841K Sell
9,964
-348
-3% -$28.2K 0.17% 103
2014
Q2 		$837K Sell
10,312
-742
-7% -$58.4K 0.16% 109
2014
Q1 		$842K Sell
11,054
-132
-1% -$9.62K 0.17% 108
2013
Q4 		$806K Sell
11,186
-599
-5% -$41.6K 0.18% 124
2013
Q3 		$810K Sell
11,785
-45,544
-79% -$3.01M 0.2% 112
2013
Q2 		$3.64M Buy
+57,329
New +$3.73M 0.21% 82

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

CIBC Bank USA's NVS Position: Q4 2019 in Review

CIBC Bank USA reduced its Novartis (NVS) stake by 2.1% in Q4 2019, selling an estimated $13.4K and leaving 6,960 shares worth $658K. The position accounts for 0.09% of the portfolio, ranked #140.

CIBC Bank USA first reported a position in NVS in Q2 2013 and has held it in 25 quarters since. The position peaked at $3.64M in Q2 2013. 1,173 funds tracked by Wall St. Rank hold NVS as of Q4 2019.

  • CIBC Bank USA held 6,960 shares of Novartis worth $658K as of Q4 2019.
  • CIBC Bank USA sold 149 Novartis shares in Q4 2019, an estimated $13.4K.
  • Novartis made up 0.09% of CIBC Bank USA's portfolio in Q4 2019, its #140 holding.
  • CIBC Bank USA first reported a position in Novartis in Q2 2013 and has held it in 25 quarters since.
  • CIBC Bank USA's Novartis position peaked at $3.64M in Q2 2013.
  • 1,173 funds tracked by Wall St. Rank held Novartis as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.