Fiduciary Trust International of Pennsylvania’s Novartis NVS Stock Holding History

Fiduciary Trust International of Pennsylvania’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 Q1	$4.68M	Sell	56,781 -1,050	-2%	-$93.7K	0.22%	113
2019 Q4	$5.48M	Sell	57,831 -2,110	-4%	-$189K	0.2%	112
2019 Q3	$5.21M	Sell	59,941 -500	-0.8%	-$44.9K	0.21%	123
2019 Q2	$5.52M	Sell	60,441 -7,427	-11%	-$629K	0.23%	115
2019 Q1	$5.85M	Sell	67,868 -422	-0.6%	-$33.9K	0.25%	94
2018 Q4	$5.25M	Sell	68,290 -4,003	-6%	-$312K	0.26%	93
2018 Q3	$5.58M	Sell	72,293 -1,134	-2%	-$83.8K	0.23%	107
2018 Q2	$4.97M	Sell	73,427 -13,973	-16%	-$964K	0.22%	109
2018 Q1	$6.33M	Sell	87,400 -3,552	-4%	-$270K	0.29%	98
2017 Q4	$6.84M	Sell	90,952 -3,163	-3%	-$239K	0.31%	98
2017 Q3	$7.24M	Buy	94,115 +1,083	+1%	+$81.8K	0.35%	83
2017 Q2	$6.96M	Buy	93,032 +18,767	+25%	+$1.33M	0.34%	86
2017 Q1	$4.94M	Sell	74,265 -4,002	-5%	-$267K	0.37%	83
2016 Q4	$5.11M	Sell	78,267 -3,789	-5%	-$246K	0.4%	78
2016 Q3	$5.81M	Sell	82,056 -5,572	-6%	-$406K	0.47%	69
2016 Q2	$6.48M	Sell	87,628 -3,213	-4%	-$222K	0.53%	59
2016 Q1	$5.9M	Sell	90,841 -13,916	-13%	-$947K	0.5%	63
2015 Q4	$8.08M	Sell	104,757 -4,056	-4%	-$322K	0.69%	49
2015 Q3	$8.96M	Sell	108,813 -55,049	-34%	-$4.9M	0.83%	38
2015 Q2	$14.4M	Sell	163,862 -1,999	-1%	-$183K	0.85%	35
2015 Q1	$14.7M	Buy	165,861 +2,687	+2%	+$238K	0.95%	31
2014 Q4	$13.5M	Buy	163,174 +2,887	+2%	+$239K	0.9%	33
2014 Q3	$13.5M	Buy	160,287 +2,105	+1%	+$170K	0.93%	33
2014 Q2	$12.8M	Sell	158,182 -486	-0.3%	-$38.2K	0.89%	34
2014 Q1	$12.1M	Buy	158,668 +4,951	+3%	+$361K	0.88%	33
2013 Q4	$11.1M	Buy	153,717 +8,071	+6%	+$561K	0.82%	38
2013 Q3	$10M	Buy	145,646 +7,483	+5%	+$495K	0.82%	36
2013 Q2	$8.75M	Buy	+138,163	New	+$8.99M	0.77%	35

Other funds holding NVS

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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 $336B AUM 34.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

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

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

Fiduciary Trust International of Pennsylvania's NVS Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania reduced its Novartis (NVS) stake by 1.8% in Q1 2020, selling an estimated $93.7K and leaving 56,781 shares worth $4.68M. The position accounts for 0.22% of the portfolio, ranked #113.

Fiduciary Trust International of Pennsylvania first reported a position in NVS in Q2 2013 and has held it in 28 quarters since. The position peaked at $14.7M in Q1 2015. 1,134 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

Fiduciary Trust International of Pennsylvania held 56,781 shares of Novartis worth $4.68M as of Q1 2020.
Fiduciary Trust International of Pennsylvania sold 1,050 Novartis shares in Q1 2020, an estimated $93.7K.
Novartis made up 0.22% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #113 holding.
Fiduciary Trust International of Pennsylvania first reported a position in Novartis in Q2 2013 and has held it in 28 quarters since.
Fiduciary Trust International of Pennsylvania's Novartis position peaked at $14.7M in Q1 2015.
1,134 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.