Fund Evaluation Group’s Novartis NVS Stock Holding History

Fund Evaluation Group’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 Q4	–	Sell	-15,237	Closed	-$1.18M	–	68
2018 Q3	$1.18M	Sell	15,237 -1,670	-10%	-$123K	0.19%	62
2018 Q2	$1.14M	Hold	16,907	–	–	0.18%	68
2018 Q1	$1.23M	Hold	16,907	–	–	0.14%	62
2017 Q4	$1.27M	Buy	+16,907	New	+$1.28M	0.14%	64

Other funds holding NVS

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fund Evaluation Group's NVS Position: Q4 2018 in Review

Fund Evaluation Group sold out of Novartis (NVS) in Q4 2018, closing a stake of 15,237 shares — an estimated $1.18M sold.

Fund Evaluation Group first reported a position in NVS in Q4 2017 and held it in 4 quarters. The position peaked at $1.27M in Q4 2017. 1,087 funds tracked by Wall St. Rank hold NVS as of Q4 2018.

Fund Evaluation Group reported no remaining Novartis position as of Q4 2018 after selling out during the quarter.
Fund Evaluation Group sold 15,237 Novartis shares in Q4 2018, an estimated $1.18M.
Fund Evaluation Group first reported a position in Novartis in Q4 2017 and held it in 4 quarters.
Fund Evaluation Group's Novartis position peaked at $1.27M in Q4 2017.
1,087 funds tracked by Wall St. Rank held Novartis as of Q4 2018.

Based on Fund Evaluation Group's 13F filing for Q4 2018, filed 12 Feb 2019.