Eudaimonia Partners’s Novartis NVS Stock Holding History

Eudaimonia Partners’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
2021 Q2	–	Sell	-700	Closed	-$60K	–	1022
2021 Q1	$60K	Sell	700 -477	-41%	-$42.8K	0.01%	591
2020 Q4	$111K	Hold	1,177	–	–	0.02%	432
2020 Q3	$102K	Sell	1,177 -75	-6%	-$6.5K	0.03%	404
2020 Q2	$109K	Sell	1,252 -152	-11%	-$13.1K	0.04%	338
2020 Q1	$116K	Buy	1,404 +130	+10%	+$11.6K	0.05%	305
2019 Q4	$121K	Buy	+1,274	New	+$114K	0.05%	316

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

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

Eudaimonia Partners's NVS Position: Q2 2021 in Review

Eudaimonia Partners sold out of Novartis (NVS) in Q2 2021, closing a stake of 700 shares — an estimated $60K sold.

Eudaimonia Partners first reported a position in NVS in Q4 2019 and held it in 6 quarters. The position peaked at $121K in Q4 2019. 1,119 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

Eudaimonia Partners reported no remaining Novartis position as of Q2 2021 after selling out during the quarter.
Eudaimonia Partners sold 700 Novartis shares in Q2 2021, an estimated $60K.
Eudaimonia Partners first reported a position in Novartis in Q4 2019 and held it in 6 quarters.
Eudaimonia Partners's Novartis position peaked at $121K in Q4 2019.
1,119 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.