Emerald Advisors’s Novartis NVS Stock Holding History

Emerald 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
2020 Q1	–	Sell	-6,298	Closed	-$590K	–	99
2019 Q4	$590K	Buy	+6,298	New	+$565K	0.56%	27

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

Emerald Advisors's NVS Position: Q1 2020 in Review

Emerald Advisors sold out of Novartis (NVS) in Q1 2020, closing a stake of 6,298 shares — an estimated $590K sold.

Emerald Advisors first reported a position in NVS in Q4 2019 and held it in 1 quarter. The position peaked at $590K in Q4 2019. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

Emerald Advisors reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
Emerald Advisors sold 6,298 Novartis shares in Q1 2020, an estimated $590K.
Emerald Advisors first reported a position in Novartis in Q4 2019 and held it in 1 quarter.
Emerald Advisors's Novartis position peaked at $590K in Q4 2019.
1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Emerald Advisors's 13F filing for Q1 2020, filed 14 May 2020.