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Citizens Financial Group’s Novartis NVS Stock Holding History

Citizens Financial Group’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
Q3 		– Sell
-2,045
Closed -$179K – 694
2020
Q2 		$179K Sell
2,045
-67
-3% -$5.78K 0.01% 287
2020
Q1 		$174K Sell
2,112
-117
-5% -$10.4K 0.01% 277
2019
Q4 		$211K Buy
2,229
+40
+2% +$3.59K 0.01% 254
2019
Q3 		$190K Sell
2,189
-86
-4% -$7.72K 0.01% 234
2019
Q2 		$208K Sell
2,275
-312
-12% -$26.4K 0.02% 226
2019
Q1 		$223K Buy
2,587
+171
+7% +$13.7K 0.02% 223
2018
Q4 		$185K Sell
2,416
-56
-2% -$4.36K 0.02% 206
2018
Q3 		$191K Hold
2,472
– – 0.02% 218
2018
Q2 		$168K Sell
2,472
-12
-0.5% -$828 0.01% 221
2018
Q1 		$180K Buy
2,484
+37
+2% +$2.82K 0.02% 228
2017
Q4 		$184K Sell
2,447
-132
-5% -$9.96K 0.01% 232
2017
Q3 		$199K Sell
2,579
-103
-4% -$7.78K 0.02% 231
2017
Q2 		$200K Sell
2,682
-410
-13% -$29.1K 0.02% 234
2017
Q1 		$206K Sell
3,092
-65
-2% -$4.33K 0.02% 232
2016
Q4 		$206K Buy
3,157
+12
+0.4% +$778 0.02% 227
2016
Q3 		$222K Sell
3,145
-66
-2% -$4.81K 0.02% 223
2016
Q2 		$237K Sell
3,211
-8
-0.2% -$553 0.02% 218
2016
Q1 		$209K Sell
3,219
-39
-1% -$2.65K 0.02% 227
2015
Q4 		$251K Buy
+3,258
New +$259K 0.02% 211

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citizens Financial Group's NVS Position: Q3 2020 in Review

Citizens Financial Group sold out of Novartis (NVS) in Q3 2020, closing a stake of 2,045 shares — an estimated $179K sold.

Citizens Financial Group first reported a position in NVS in Q4 2015 and held it in 19 quarters. The position peaked at $251K in Q4 2015. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

  • Citizens Financial Group reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
  • Citizens Financial Group sold 2,045 Novartis shares in Q3 2020, an estimated $179K.
  • Citizens Financial Group first reported a position in Novartis in Q4 2015 and held it in 19 quarters.
  • Citizens Financial Group's Novartis position peaked at $251K in Q4 2015.
  • 1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Citizens Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.