Frontier Investment Management’s Novartis NVS Stock Holding History

Frontier 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
2020 Q2	$507K	Buy	5,807 +64	+1%	+$5.52K	0.03%	154
2020 Q1	$474K	Sell	5,743 -353	-6%	-$31.5K	0.04%	141
2019 Q4	$577K	Buy	6,096 +970	+19%	+$87K	0.03%	162
2019 Q3	$445K	Buy	5,126 +675	+15%	+$60.6K	0.03%	163
2019 Q2	$406K	Sell	4,451 -808	-15%	-$68.4K	0.03%	160
2019 Q1	$453K	Buy	5,259 +638	+14%	+$51.2K	0.03%	175
2018 Q4	$355K	Buy	4,621 +16	+0.3%	+$1.25K	0.03%	179
2018 Q3	$355K	Buy	4,605 +427	+10%	+$31.6K	0.03%	192
2018 Q2	$283K	Sell	4,178 -9	-0.2%	-$621	0.02%	198
2018 Q1	$303K	Hold	4,187	–	–	0.03%	174
2017 Q4	$315K	Sell	4,187 -1,035	-20%	-$78.1K	0.03%	177
2017 Q3	$402K	Buy	5,222 +1,281	+33%	+$96.7K	0.03%	167
2017 Q2	$295K	Buy	3,941 +63	+2%	+$4.46K	0.03%	182
2017 Q1	$240K	Buy	+3,878	New	+$258K	0.02%	172
2016 Q4	–	Sell	-2,839	Closed	-$2.01M	–	204
2016 Q3	$2.01M	Buy	+2,839	New	+$207K	0.02%	184
2016 Q1	–	Sell	-2,643	Closed	-$204K	–	181
2015 Q4	$204K	Hold	2,643	–	–	0.03%	150
2015 Q3	$218K	Buy	2,643 +86	+3%	+$7.65K	0.04%	151
2015 Q2	$225K	Buy	2,557 +90	+4%	+$8.26K	0.03%	162
2015 Q1	$225K	Hold	2,467	–	–	0.03%	163
2014 Q4	$205K	Buy	+2,467	New	+$204K	0.03%	162

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Frontier Investment Management's NVS Position: Q2 2020 in Review

Frontier Investment Management increased its Novartis (NVS) stake by 1.1% in Q2 2020, buying an estimated $5.52K and bringing the position to 5,807 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #154.

Frontier Investment Management first reported a position in NVS in Q4 2014 and has held it in 20 quarters since. The position peaked at $2.01M in Q3 2016. 1,128 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

Frontier Investment Management held 5,807 shares of Novartis worth $507K as of Q2 2020.
Frontier Investment Management bought 64 Novartis shares in Q2 2020, an estimated $5.52K.
Novartis made up 0.03% of Frontier Investment Management's portfolio in Q2 2020, its #154 holding.
Frontier Investment Management first reported a position in Novartis in Q4 2014 and has held it in 20 quarters since.
Frontier Investment Management's Novartis position peaked at $2.01M in Q3 2016.
1,128 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.