First Eagle Investment Management’s Novartis NVS Stock Holding History

First Eagle Investment 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 Q1	–	Sell	-17,686	Closed	-$1.33M	–	255
2017 Q4	$1.33M	Buy	17,686 +3,348	+23%	+$253K	﹤0.01%	215
2017 Q3	$1.1M	Hold	14,338	–	–	﹤0.01%	234
2017 Q2	$1.07M	Hold	14,338	–	–	﹤0.01%	217
2017 Q1	$954K	Hold	14,338	–	–	﹤0.01%	218
2016 Q4	$936K	Hold	14,338	–	–	﹤0.01%	220
2016 Q3	$1.01M	Hold	14,338	–	–	﹤0.01%	241
2016 Q2	$1.06M	Hold	14,338	–	–	﹤0.01%	247
2016 Q1	$931K	Hold	14,338	–	–	﹤0.01%	234
2015 Q4	$1.1M	Hold	14,338	–	–	﹤0.01%	217
2015 Q3	$1.18M	Hold	14,338	–	–	﹤0.01%	214
2015 Q2	$1.26M	Hold	14,338	–	–	﹤0.01%	213
2015 Q1	$1.27M	Hold	14,338	–	–	﹤0.01%	224
2014 Q4	$1.19M	Hold	14,338	–	–	﹤0.01%	227
2014 Q3	$1.21M	Sell	14,338 -237	-2%	-$19.2K	﹤0.01%	228
2014 Q2	$1.18M	Hold	14,575	–	–	﹤0.01%	227
2014 Q1	$1.11M	Hold	14,575	–	–	﹤0.01%	204
2013 Q4	$1.05M	Hold	14,575	–	–	﹤0.01%	208
2013 Q3	$1M	Hold	14,575	–	–	﹤0.01%	217
2013 Q2	$923K	Buy	+14,575	New	+$948K	﹤0.01%	244

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Eagle Investment Management's NVS Position: Q1 2018 in Review

First Eagle Investment Management sold out of Novartis (NVS) in Q1 2018, closing a stake of 17,686 shares — an estimated $1.33M sold.

First Eagle Investment Management first reported a position in NVS in Q2 2013 and held it in 19 quarters. The position peaked at $1.33M in Q4 2017. 1,013 funds tracked by Wall St. Rank hold NVS as of Q1 2018.

First Eagle Investment Management reported no remaining Novartis position as of Q1 2018 after selling out during the quarter.
First Eagle Investment Management sold 17,686 Novartis shares in Q1 2018, an estimated $1.33M.
First Eagle Investment Management first reported a position in Novartis in Q2 2013 and held it in 19 quarters.
First Eagle Investment Management's Novartis position peaked at $1.33M in Q4 2017.
1,013 funds tracked by Wall St. Rank held Novartis as of Q1 2018.

Based on First Eagle Investment Management's 13F filing for Q1 2018, filed 4 May 2018.