Clal Insurance’s Novartis NVS Stock Holding History

Clal Insurance’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
2017 Q1	–	Sell	-19,039	Closed	-$1.24M	–	75
2016 Q4	$1.24M	Hold	19,039	–	–	0.02%	64
2016 Q3	$1.35M	Hold	19,039	–	–	0.03%	78
2016 Q2	$1.41M	Hold	19,039	–	–	0.04%	86
2016 Q1	$1.24M	Hold	19,039	–	–	0.04%	79
2015 Q4	$1.47M	Sell	19,039 -256,370	-93%	-$20.4M	0.04%	71
2015 Q3	$22.7M	Hold	275,409	–	–	0.59%	40
2015 Q2	$24.3M	Hold	275,409	–	–	0.56%	44
2015 Q1	$24.7M	Sell	275,409 -76,507	-22%	-$6.79M	0.57%	40
2014 Q4	$29.2M	Buy	+351,916	New	+$29.2M	0.7%	41

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

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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Clal Insurance's NVS Position: Q1 2017 in Review

Clal Insurance sold out of Novartis (NVS) in Q1 2017, closing a stake of 19,039 shares — an estimated $1.24M sold.

Clal Insurance first reported a position in NVS in Q4 2014 and held it in 9 quarters. The position peaked at $29.2M in Q4 2014. 910 funds tracked by Wall St. Rank hold NVS as of Q1 2017.

Clal Insurance reported no remaining Novartis position as of Q1 2017 after selling out during the quarter.
Clal Insurance sold 19,039 Novartis shares in Q1 2017, an estimated $1.24M.
Clal Insurance first reported a position in Novartis in Q4 2014 and held it in 9 quarters.
Clal Insurance's Novartis position peaked at $29.2M in Q4 2014.
910 funds tracked by Wall St. Rank held Novartis as of Q1 2017.

Based on Clal Insurance's 13F filing for Q1 2017, filed 10 May 2017.