Elefante Mark B’s Novartis NVS Stock Holding History

Elefante Mark B’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 Q2	$856K	Buy	9,805 +1,140	+13%	+$98.4K	2.89%	13
2020 Q1	$715K	Buy	8,665 +390	+5%	+$34.8K	3.12%	12
2019 Q4	$783K	Sell	8,275 -195	-2%	-$17.5K	2.84%	12
2019 Q3	$736K	Sell	8,470 -274	-3%	-$24.6K	2.89%	14
2019 Q2	$799K	Sell	8,744 -680	-7%	-$57.6K	3.1%	11
2019 Q1	$811K	Sell	9,424 -1,518	-14%	-$122K	3.54%	8
2018 Q4	$841K	Buy	10,942 +267	+3%	+$20.8K	4.02%	8
2018 Q3	$824K	Buy	10,675 +1,201	+13%	+$88.8K	3.3%	11
2018 Q2	$641K	Buy	9,474 +151	+2%	+$10.4K	3.06%	13
2018 Q1	$676K	Sell	9,323 -123	-1%	-$9.36K	3.39%	12
2017 Q4	$710K	Buy	9,446 +2,489	+36%	+$188K	3.38%	13
2017 Q3	$536K	Buy	6,957 +240	+4%	+$18.1K	3.91%	9
2017 Q2	$502K	Buy	6,717 +446	+7%	+$31.6K	4.06%	10
2017 Q1	$417K	Buy	6,271 +1,161	+23%	+$77.4K	3.78%	12
2016 Q4	$333K	Buy	5,110 +858	+20%	+$55.7K	4.02%	13
2016 Q3	$300K	Hold	4,252	–	–	4.84%	11
2016 Q2	$314K	Buy	4,252 +246	+6%	+$17K	4.73%	11
2016 Q1	$259K	Buy	4,006 +864	+27%	+$58.8K	4.13%	13
2015 Q4	$243K	Buy	+3,142	New	+$250K	6.53%	10

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

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

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

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

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

Elefante Mark B's NVS Position: Q2 2020 in Review

Elefante Mark B increased its Novartis (NVS) stake by 13% in Q2 2020, buying an estimated $98.4K and bringing the position to 9,805 shares worth $856K. The position accounts for 2.89% of the portfolio, ranked #13.

Elefante Mark B first reported a position in NVS in Q4 2015 and has held it in 19 quarters since. 1,128 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

Elefante Mark B held 9,805 shares of Novartis worth $856K as of Q2 2020.
Elefante Mark B bought 1,140 Novartis shares in Q2 2020, an estimated $98.4K.
Novartis made up 2.89% of Elefante Mark B's portfolio in Q2 2020, its #13 holding.
Elefante Mark B first reported a position in Novartis in Q4 2015 and has held it in 19 quarters since.
1,128 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on Elefante Mark B's 13F filing for Q2 2020, filed 28 Jul 2020.