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Duff & Phelps Investment Management’s Novartis NVS Stock Holding History

Duff & Phelps Investment Management’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
Q3 		– Sell
-22,021
Closed -$2.01M – 230
2019
Q2 		$2.01M Sell
22,021
-43,990
-67% -$3.72M 0.03% 159
2019
Q1 		$5.69M Buy
66,011
+9,306
+16% +$747K 0.09% 121
2018
Q4 		$4.36M Buy
+56,705
New +$4.41M 0.07% 131

Other funds holding NVS

Dodge & Cox
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Duff & Phelps Investment Management's NVS Position: Q3 2019 in Review

Duff & Phelps Investment Management sold out of Novartis (NVS) in Q3 2019, closing a stake of 22,021 shares — an estimated $2.01M sold.

Duff & Phelps Investment Management first reported a position in NVS in Q4 2018 and held it in 3 quarters. The position peaked at $5.69M in Q1 2019. 1,090 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

  • Duff & Phelps Investment Management reported no remaining Novartis position as of Q3 2019 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 22,021 Novartis shares in Q3 2019, an estimated $2.01M.
  • Duff & Phelps Investment Management first reported a position in Novartis in Q4 2018 and held it in 3 quarters.
  • Duff & Phelps Investment Management's Novartis position peaked at $5.69M in Q1 2019.
  • 1,090 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on Duff & Phelps Investment Management's 13F filing for Q3 2019, filed 16 Oct 2019.