Edge Asset Management’s Novartis NVS Stock Holding History

Edge Asset 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
2017 Q1	$76M	Buy	1,142,575 +112	+0%	+$7.46K	0.57%	62
2016 Q4	$74.6M	Buy	1,142,463 +219,693	+24%	+$14.3M	0.58%	61
2016 Q3	$65.3M	Buy	922,770 +10,155	+1%	+$740K	0.55%	58
2016 Q2	$67.5M	Buy	912,615 +39,028	+4%	+$2.7M	0.6%	53
2016 Q1	$56.7M	Sell	873,587 -24,943	-3%	-$1.7M	0.54%	57
2015 Q4	$69.3M	Buy	898,530 +63,289	+8%	+$5.03M	0.67%	48
2015 Q3	$68.8M	Sell	835,241 -656	-0.1%	-$58.4K	0.69%	50
2015 Q2	$73.7M	Buy	835,897 +2,313	+0.3%	+$212K	0.67%	47
2015 Q1	$73.7M	Sell	833,584 -124,264	-13%	-$11M	0.64%	51
2014 Q4	$79.5M	Sell	957,848 -23,851	-2%	-$1.98M	0.77%	42
2014 Q3	$82.8M	Sell	981,699 -41,404	-4%	-$3.35M	0.83%	40
2014 Q2	$83M	Buy	1,023,103 +29,221	+3%	+$2.3M	0.83%	39
2014 Q1	$75.7M	Sell	993,882 -3,599	-0.4%	-$262K	0.8%	42
2013 Q4	$71.8M	Sell	997,481 -1,037,532	-51%	-$72.1M	0.78%	44
2013 Q3	$134M	Buy	2,035,013 +1,014,108	+99%	+$67.1M	0.82%	44
2013 Q2	$64.7M	Buy	+1,020,905	New	+$66.4M	0.81%	43

Other funds holding NVS

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of America

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return