Eagle Ridge Investment Management’s Novartis NVS Stock Holding History

Eagle Ridge 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
2020 Q1	–	Sell	-2,247	Closed	-$213K	–	145
2019 Q4	$213K	Buy	+2,247	New	+$202K	0.03%	151
2019 Q3	–	Sell	-2,696	Closed	-$246K	–	159
2019 Q2	$246K	Sell	2,696 -815	-23%	-$69K	0.04%	138
2019 Q1	$302K	Hold	3,511	–	–	0.04%	130
2018 Q4	$270K	Sell	3,511 -279	-7%	-$21.7K	0.05%	135
2018 Q3	$293K	Sell	3,790 -558	-13%	-$41.3K	0.04%	139
2018 Q2	$294K	Sell	4,348 -1,674	-28%	-$116K	0.04%	138
2018 Q1	$436K	Sell	6,022 -335	-5%	-$25.5K	0.07%	117
2017 Q4	$478K	Hold	6,357	–	–	0.07%	115
2017 Q3	$489K	Sell	6,357 -95	-1%	-$7.17K	0.08%	107
2017 Q2	$357K	Buy	6,452 +995	+18%	+$70.5K	0.07%	97
2017 Q1	$363K	Sell	5,457 -581	-10%	-$38.7K	0.07%	99
2016 Q4	$394K	Buy	+6,038	New	+$392K	0.08%	96

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

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

Eagle Ridge Investment Management's NVS Position: Q1 2020 in Review

Eagle Ridge Investment Management sold out of Novartis (NVS) in Q1 2020, closing a stake of 2,247 shares — an estimated $213K sold.

Eagle Ridge Investment Management first reported a position in NVS in Q4 2016 and held it in 12 quarters. The position peaked at $489K in Q3 2017. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

Eagle Ridge Investment Management reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
Eagle Ridge Investment Management sold 2,247 Novartis shares in Q1 2020, an estimated $213K.
Eagle Ridge Investment Management first reported a position in Novartis in Q4 2016 and held it in 12 quarters.
Eagle Ridge Investment Management's Novartis position peaked at $489K in Q3 2017.
1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.