Exchange Capital Management’s Novartis NVS Stock Holding History

Exchange Capital 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
2018 Q4	–	Sell	-725	Closed	-$56K	–	220
2018 Q3	$56K	Hold	725	–	–	0.02%	157
2018 Q2	$49K	Buy	725 +669	+1,195%	+$46.2K	0.01%	164
2018 Q1	$4K	Buy	+56	New	+$4.26K	﹤0.01%	225
2017 Q1	–	Sell	-145	Closed	-$9K	–	225
2016 Q4	$9K	Hold	145	–	–	﹤0.01%	157
2016 Q3	$10K	Sell	145 -22	-13%	-$1.6K	﹤0.01%	170
2016 Q2	$12K	Buy	+167	New	+$11.5K	﹤0.01%	154
2015 Q1	–	Sell	-215	Closed	-$18K	–	250
2014 Q4	$18K	Buy	215 +48	+29%	+$3.98K	0.01%	143
2014 Q3	$14K	Hold	167	–	–	0.01%	150
2014 Q2	$14K	Hold	167	–	–	0.01%	156
2014 Q1	$13K	Buy	+167	New	+$12.2K	0.01%	168

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Exchange Capital Management's NVS Position: Q4 2018 in Review

Exchange Capital Management sold out of Novartis (NVS) in Q4 2018, closing a stake of 725 shares — an estimated $56K sold.

Exchange Capital Management first reported a position in NVS in Q1 2014 and held it in 10 quarters. The position peaked at $56K in Q3 2018. 1,087 funds tracked by Wall St. Rank hold NVS as of Q4 2018.

Exchange Capital Management reported no remaining Novartis position as of Q4 2018 after selling out during the quarter.
Exchange Capital Management sold 725 Novartis shares in Q4 2018, an estimated $56K.
Exchange Capital Management first reported a position in Novartis in Q1 2014 and held it in 10 quarters.
Exchange Capital Management's Novartis position peaked at $56K in Q3 2018.
1,087 funds tracked by Wall St. Rank held Novartis as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.