Convergence Investment Partners’s Novartis NVS Stock Holding History

Convergence 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
2018 Q2	–	Sell	-622	Closed	-$45K	–	702
2018 Q1	$45K	Buy	+622	New	+$47.4K	0.01%	458
2015 Q4	–	Sell	-3,682	Closed	-$303K	–	366
2015 Q3	$303K	Sell	3,682 -990	-21%	-$88.1K	0.03%	324
2015 Q2	$412K	Sell	4,672 -1,551	-25%	-$142K	0.04%	319
2015 Q1	$550K	Sell	6,223 -847	-12%	-$75.1K	0.08%	309
2014 Q4	$587K	Sell	7,070 -91	-1%	-$7.54K	0.08%	299
2014 Q3	$604K	Buy	7,161 +1,206	+20%	+$97.6K	0.08%	292
2014 Q2	$483K	Sell	5,955 -2,732	-31%	-$215K	0.06%	303
2014 Q1	$662K	Sell	8,687 -2,211	-20%	-$161K	0.1%	263
2013 Q4	$785K	Sell	10,898 -1,935	-15%	-$135K	0.13%	198
2013 Q3	$882K	Sell	12,833 -3,341	-21%	-$221K	0.19%	158
2013 Q2	$1.02M	Buy	+16,174	New	+$1.05M	0.27%	123

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return