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Cornerstone Investment Partners’s Novartis NVS Stock Holding History

Cornerstone 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
2020
Q3 		– Sell
-2,425
Closed -$212K – 185
2020
Q2 		$212K Sell
2,425
-55
-2% -$4.75K 0.02% 119
2020
Q1 		$204K Buy
+2,480
New +$221K 0.01% 106
2015
Q2 		– Sell
-2,882
Closed -$255K – 105
2015
Q1 		$255K Sell
2,882
-11
-0.4% -$976 ﹤0.01% 87
2014
Q4 		$240K Buy
+2,893
New +$240K ﹤0.01% 81

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cornerstone Investment Partners's NVS Position: Q3 2020 in Review

Cornerstone Investment Partners sold out of Novartis (NVS) in Q3 2020, closing a stake of 2,425 shares — an estimated $212K sold.

Cornerstone Investment Partners first reported a position in NVS in Q4 2014 and held it in 4 quarters. The position peaked at $255K in Q1 2015. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

  • Cornerstone Investment Partners reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
  • Cornerstone Investment Partners sold 2,425 Novartis shares in Q3 2020, an estimated $212K.
  • Cornerstone Investment Partners first reported a position in Novartis in Q4 2014 and held it in 4 quarters.
  • Cornerstone Investment Partners's Novartis position peaked at $255K in Q1 2015.
  • 1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Cornerstone Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.