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Crescent Capital Consulting’s Novartis NVS Stock Holding History

Crescent Capital Consulting’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
2021
Q4 		$289K Hold
3,303
– – 0.05% 149
2021
Q3 		$271K Hold
3,303
– – 0.05% 155
2021
Q2 		$302K Hold
3,303
– – 0.06% 142
2021
Q1 		$283K Buy
3,303
+22
+0.7% +$1.97K 0.06% 147
2020
Q4 		$310K Buy
+3,281
New +$287K 0.08% 120

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Primecap Management
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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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Crescent Capital Consulting's NVS Position: Q4 2021 in Review

Crescent Capital Consulting held its Novartis (NVS) position steady in Q4 2021 at 3,303 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #149.

Crescent Capital Consulting first reported a position in NVS in Q4 2020 and has held it in 5 quarters since. The position peaked at $310K in Q4 2020. 1,146 funds tracked by Wall St. Rank hold NVS as of Q4 2021.

  • Crescent Capital Consulting held 3,303 shares of Novartis worth $289K as of Q4 2021.
  • Crescent Capital Consulting left its Novartis share count unchanged in Q4 2021.
  • Novartis made up 0.05% of Crescent Capital Consulting's portfolio in Q4 2021, its #149 holding.
  • Crescent Capital Consulting first reported a position in Novartis in Q4 2020 and has held it in 5 quarters since.
  • Crescent Capital Consulting's Novartis position peaked at $310K in Q4 2020.
  • 1,146 funds tracked by Wall St. Rank held Novartis as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.