Edge Advisors’s Novartis NVS Stock Holding History

Edge Advisors’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
2018 Q2	$9.02M	Buy	133,208 +18,748	+16%	+$1.29M	0.81%	28
2018 Q1	$8.29M	Buy	114,460 +18,536	+19%	+$1.41M	0.78%	28
2017 Q4	$7.22M	Buy	95,924 +2,692	+3%	+$203K	0.71%	36
2017 Q3	$7.17M	Buy	93,232 +28,019	+43%	+$2.12M	0.78%	30
2017 Q2	$4.88M	Buy	65,213 +17,142	+36%	+$1.21M	0.56%	47
2017 Q1	$3.2M	Buy	48,071 +4,848	+11%	+$323K	0.39%	63
2016 Q4	$2.82M	Buy	+43,223	New	+$2.8M	0.36%	67

Other funds holding NVS

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

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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Edge Advisors's NVS Position: Q2 2018 in Review

Edge Advisors increased its Novartis (NVS) stake by 16% in Q2 2018, buying an estimated $1.29M and bringing the position to 133,208 shares worth $9.02M. The position accounts for 0.81% of the portfolio, ranked #28.

Edge Advisors first reported a position in NVS in Q4 2016 and has held it in 7 quarters since. 987 funds tracked by Wall St. Rank hold NVS as of Q2 2018.

Edge Advisors held 133,208 shares of Novartis worth $9.02M as of Q2 2018.
Edge Advisors bought 18,748 Novartis shares in Q2 2018, an estimated $1.29M.
Novartis made up 0.81% of Edge Advisors's portfolio in Q2 2018, its #28 holding.
Edge Advisors first reported a position in Novartis in Q4 2016 and has held it in 7 quarters since.
987 funds tracked by Wall St. Rank held Novartis as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.