FA
NVS icon

FCG Advisors’s Novartis NVS Stock Holding History

FCG 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 		$507K Sell
5,832
-202
-3% -$17.5K 0.12% 95
2020
Q2 		$527K Sell
6,034
-125
-2% -$10.8K 0.14% 76
2020
Q1 		$508K Buy
6,159
+501
+9% +$44.7K 0.14% 77
2019
Q4 		$536K Sell
5,658
-104
-2% -$9.33K 0.15% 79
2019
Q3 		$501K Buy
5,762
+111
+2% +$9.97K 0.15% 80
2019
Q2 		$516K Sell
5,651
-625
-10% -$52.9K 0.16% 78
2019
Q1 		$541K Sell
6,276
-176
-3% -$14.1K 0.18% 72
2018
Q4 		$496K Buy
6,452
+154
+2% +$12K 0.19% 70
2018
Q3 		$486K Hold
6,298
– – 0.17% 74
2018
Q2 		$426K Buy
6,298
+1,433
+29% +$98.9K 0.15% 79
2018
Q1 		$352K Sell
4,865
-35
-0.7% -$2.66K 0.12% 91
2017
Q4 		$365K Buy
4,900
+134
+3% +$10.1K 0.14% 80
2017
Q3 		$362K Hold
4,766
– – 0.13% 79
2017
Q2 		$357K Buy
4,766
+13
+0.3% +$921 0.12% 100
2017
Q1 		$313K Sell
4,753
-160
-3% -$10.7K 0.13% 85
2016
Q4 		$321K Sell
4,913
-366
-7% -$23.7K 0.14% 79
2016
Q3 		$373K Sell
5,279
-99
-2% -$7.21K 0.11% 76
2016
Q2 		$398K Buy
+5,378
New +$372K 0.12% 82
2015
Q3 		– Sell
-2,390
Closed -$211K – 83
2015
Q2 		$211K Sell
2,390
-377
-14% -$34.6K 0.17% 76
2015
Q1 		$244K Sell
2,767
-658
-19% -$58.4K 0.13% 87
2014
Q4 		$292K Buy
3,425
+394
+13% +$32.7K 0.14% 90
2014
Q3 		$211K Sell
3,031
-413
-12% -$33.4K 0.14% 70
2014
Q2 		$279K Buy
3,444
+292
+9% +$23K 0.21% 66
2014
Q1 		$240K Sell
3,152
-73
-2% -$5.32K 0.17% 68
2013
Q4 		$232K Buy
+3,225
New +$224K 0.16% 66

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

FCG Advisors's NVS Position: Q3 2020 in Review

FCG Advisors reduced its Novartis (NVS) stake by 3.3% in Q3 2020, selling an estimated $17.5K and leaving 5,832 shares worth $507K. The position accounts for 0.12% of the portfolio, ranked #95.

FCG Advisors first reported a position in NVS in Q4 2013 and has held it in 25 quarters since. The position peaked at $541K in Q1 2019. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

  • FCG Advisors held 5,832 shares of Novartis worth $507K as of Q3 2020.
  • FCG Advisors sold 202 Novartis shares in Q3 2020, an estimated $17.5K.
  • Novartis made up 0.12% of FCG Advisors's portfolio in Q3 2020, its #95 holding.
  • FCG Advisors first reported a position in Novartis in Q4 2013 and has held it in 25 quarters since.
  • FCG Advisors's Novartis position peaked at $541K in Q1 2019.
  • 1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.