Ensign Peak Advisors
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Ensign Peak Advisors’s Novartis NVS Stock Holding History

Ensign Peak 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
Q3 		– Sell
-114,017
Closed -$9.96M – 1758
2020
Q2 		$9.96M Buy
114,017
+38,578
+51% +$3.33M 0.03% 428
2020
Q1 		$6.22M Sell
75,439
-21,009
-22% -$1.87M 0.02% 458
2019
Q4 		$9.13M Buy
+96,448
New +$8.65M 0.02% 467

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ensign Peak Advisors's NVS Position: Q3 2020 in Review

Ensign Peak Advisors sold out of Novartis (NVS) in Q3 2020, closing a stake of 114,017 shares — an estimated $9.96M sold.

Ensign Peak Advisors first reported a position in NVS in Q4 2019 and held it in 3 quarters. The position peaked at $9.96M in Q2 2020. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

  • Ensign Peak Advisors reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
  • Ensign Peak Advisors sold 114,017 Novartis shares in Q3 2020, an estimated $9.96M.
  • Ensign Peak Advisors first reported a position in Novartis in Q4 2019 and held it in 3 quarters.
  • Ensign Peak Advisors's Novartis position peaked at $9.96M in Q2 2020.
  • 1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Ensign Peak Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.