Friess Associates’s Novartis NVS Stock Holding History

Friess Associates’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	-39,235	Closed	-$3.58M	–	127
2019 Q2	$3.58M	Buy	+39,235	New	+$3.32M	0.26%	93
2017 Q1	–	Sell	-964	Closed	-$63K	–	150
2016 Q4	$63K	Sell	964 -610	-39%	-$39.6K	0.01%	140
2016 Q3	$111K	Hold	1,574	–	–	0.01%	139
2016 Q2	$116K	Hold	1,574	–	–	0.01%	132
2016 Q1	$102K	Hold	1,574	–	–	0.01%	143
2015 Q4	$121K	Hold	1,574	–	–	0.01%	137
2015 Q3	$130K	Hold	1,574	–	–	0.01%	129
2015 Q2	$139K	Hold	1,574	–	–	0.01%	126
2015 Q1	$139K	Sell	1,574 -255,106	-99%	-$22.6M	0.01%	127
2014 Q4	$21.3M	Buy	+256,680	New	+$21.3M	1.72%	21

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Friess Associates's NVS Position: Q3 2019 in Review

Friess Associates sold out of Novartis (NVS) in Q3 2019, closing a stake of 39,235 shares — an estimated $3.58M sold.

Friess Associates first reported a position in NVS in Q4 2014 and held it in 10 quarters. The position peaked at $21.3M in Q4 2014. 1,091 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

Friess Associates reported no remaining Novartis position as of Q3 2019 after selling out during the quarter.
Friess Associates sold 39,235 Novartis shares in Q3 2019, an estimated $3.58M.
Friess Associates first reported a position in Novartis in Q4 2014 and held it in 10 quarters.
Friess Associates's Novartis position peaked at $21.3M in Q4 2014.
1,091 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on Friess Associates's 13F filing for Q3 2019, filed 14 Nov 2019.