F3Logic’s Novartis NVS Stock Holding History

F3Logic’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
2019 Q3	–	Sell	-6,001	Closed	-$549K	–	195
2019 Q2	$549K	Sell	6,001 -531	-8%	-$44.9K	0.1%	122
2019 Q1	$563K	Buy	6,532 +1,483	+29%	+$119K	0.12%	119
2018 Q4	$388K	Buy	+5,049	New	+$393K	0.12%	112

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

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

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

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

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

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

F3Logic's NVS Position: Q3 2019 in Review

F3Logic sold out of Novartis (NVS) in Q3 2019, closing a stake of 6,001 shares — an estimated $549K sold.

F3Logic first reported a position in NVS in Q4 2018 and held it in 3 quarters. The position peaked at $563K in Q1 2019. 1,090 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

F3Logic reported no remaining Novartis position as of Q3 2019 after selling out during the quarter.
F3Logic sold 6,001 Novartis shares in Q3 2019, an estimated $549K.
F3Logic first reported a position in Novartis in Q4 2018 and held it in 3 quarters.
F3Logic's Novartis position peaked at $563K in Q1 2019.
1,090 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on F3Logic's 13F filing for Q3 2019, filed 8 Nov 2019.