Connors Investor Services’s Novartis NVS Stock Holding History

Connors Investor Services’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 Q2	–	Sell	-3,013	Closed	-$260K	–	149
2019 Q1	$260K	Sell	3,013 -558	-16%	-$44.8K	0.04%	123
2018 Q4	$275K	Sell	3,571 -1,157	-24%	-$90.1K	0.04%	108
2018 Q3	$365K	Buy	4,728 +1,157	+32%	+$85.5K	0.05%	106
2018 Q2	$242K	Hold	3,571	–	–	0.03%	129
2018 Q1	$259K	Hold	3,571	–	–	0.04%	125
2017 Q4	$269K	Hold	3,571	–	–	0.04%	124
2017 Q3	$275K	Sell	3,571 -223	-6%	-$16.8K	0.04%	120
2017 Q2	$284K	Hold	3,794	–	–	0.04%	122
2017 Q1	$253K	Sell	3,794 -1,228	-24%	-$81.8K	0.04%	131
2016 Q4	$328K	Hold	5,022	–	–	0.06%	113
2016 Q3	$355K	Sell	5,022 -558	-10%	-$40.7K	0.06%	107
2016 Q2	$413K	Hold	5,580	–	–	0.08%	100
2016 Q1	$362K	Sell	5,580 -94	-2%	-$6.39K	0.07%	106
2015 Q4	$437K	Hold	5,674	–	–	0.09%	97
2015 Q3	$467K	Buy	+5,674	New	+$505K	0.11%	97
2015 Q2	–	Sell	-7,906	Closed	-$699K	–	160
2015 Q1	$699K	Buy	7,906 +1,116	+16%	+$99K	0.15%	94
2014 Q4	$564K	Sell	6,790 -223	-3%	-$18.5K	0.13%	99
2014 Q3	$592K	Hold	7,013	–	–	0.14%	96
2014 Q2	$569K	Hold	7,013	–	–	0.14%	96
2014 Q1	$534K	Hold	7,013	–	–	0.13%	97
2013 Q4	$505K	Hold	7,013	–	–	0.13%	99
2013 Q3	$482K	Hold	7,013	–	–	0.14%	100
2013 Q2	$444K	Buy	+7,013	New	+$456K	0.14%	98

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

BBHC

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

Connors Investor Services's NVS Position: Q2 2019 in Review

Connors Investor Services sold out of Novartis (NVS) in Q2 2019, closing a stake of 3,013 shares — an estimated $260K sold.

Connors Investor Services first reported a position in NVS in Q2 2013 and held it in 23 quarters. The position peaked at $699K in Q1 2015. 1,094 funds tracked by Wall St. Rank hold NVS as of Q2 2019.

Connors Investor Services reported no remaining Novartis position as of Q2 2019 after selling out during the quarter.
Connors Investor Services sold 3,013 Novartis shares in Q2 2019, an estimated $260K.
Connors Investor Services first reported a position in Novartis in Q2 2013 and held it in 23 quarters.
Connors Investor Services's Novartis position peaked at $699K in Q1 2015.
1,094 funds tracked by Wall St. Rank held Novartis as of Q2 2019.

Based on Connors Investor Services's 13F filing for Q2 2019, filed 14 Aug 2019.