David M. Knott’s Novartis NVS Stock Holding History

David M. Knott’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 Q4	–	Sell	-1,500	Closed	-$130K	–	121
2019 Q3	$130K	Sell	1,500 -1,500	-50%	-$135K	0.05%	91
2019 Q2	$274K	Sell	3,000 -348	-10%	-$29.5K	0.12%	69
2019 Q1	$288K	Buy	+3,348	New	+$269K	0.11%	70
2018 Q4	–	Sell	-3,348	Closed	-$258K	–	106
2018 Q3	$258K	Buy	+3,348	New	+$248K	0.08%	75

Other funds holding NVS

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

David M. Knott's NVS Position: Q4 2019 in Review

David M. Knott sold out of Novartis (NVS) in Q4 2019, closing a stake of 1,500 shares — an estimated $130K sold.

David M. Knott first reported a position in NVS in Q3 2018 and held it in 4 quarters. The position peaked at $288K in Q1 2019. 1,172 funds tracked by Wall St. Rank hold NVS as of Q4 2019.

David M. Knott reported no remaining Novartis position as of Q4 2019 after selling out during the quarter.
David M. Knott sold 1,500 Novartis shares in Q4 2019, an estimated $130K.
David M. Knott first reported a position in Novartis in Q3 2018 and held it in 4 quarters.
David M. Knott's Novartis position peaked at $288K in Q1 2019.
1,172 funds tracked by Wall St. Rank held Novartis as of Q4 2019.

Based on David M. Knott's 13F filing for Q4 2019, filed 14 Feb 2020.