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FormulaFolio Investments’s Novartis NVS Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$4K Hold
42
– – ﹤0.01% 373
2021
Q1 		$4K Sell
42
-8,196
-99% -$735K ﹤0.01% 359
2020
Q4 		$778K Buy
+8,238
New +$720K 0.02% 367

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FormulaFolio Investments's NVS Position: Q2 2021 in Review

FormulaFolio Investments held its Novartis (NVS) position steady in Q2 2021 at 42 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

FormulaFolio Investments first reported a position in NVS in Q4 2020 and has held it in 3 quarters since. The position peaked at $778K in Q4 2020. 1,119 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

  • FormulaFolio Investments held 42 shares of Novartis worth $4K as of Q2 2021.
  • FormulaFolio Investments left its Novartis share count unchanged in Q2 2021.
  • Novartis made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #373 holding.
  • FormulaFolio Investments first reported a position in Novartis in Q4 2020 and has held it in 3 quarters since.
  • FormulaFolio Investments's Novartis position peaked at $778K in Q4 2020.
  • 1,119 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.