Girard Partners’s Novartis NVS Stock Holding History

Girard Partners’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 Q2	–	Sell	-2,522	Closed	-$217K	–	239
2019 Q1	$217K	Sell	2,522 -83	-3%	-$6.66K	0.04%	229
2018 Q4	$200K	Sell	2,605 -15	-0.6%	-$1.17K	0.04%	232
2018 Q3	$202K	Buy	+2,620	New	+$194K	0.04%	244
2018 Q2	–	Sell	-3,047	Closed	-$221K	–	268
2018 Q1	$221K	Hold	3,047	–	–	0.05%	222
2017 Q4	$229K	Sell	3,047 -111	-4%	-$8.38K	0.04%	243
2017 Q3	$243K	Buy	+3,158	New	+$238K	0.05%	221

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Girard Partners's NVS Position: Q2 2019 in Review

Girard Partners sold out of Novartis (NVS) in Q2 2019, closing a stake of 2,522 shares — an estimated $217K sold.

Girard Partners first reported a position in NVS in Q3 2017 and held it in 6 quarters. The position peaked at $243K in Q3 2017. 1,094 funds tracked by Wall St. Rank hold NVS as of Q2 2019.

Girard Partners reported no remaining Novartis position as of Q2 2019 after selling out during the quarter.
Girard Partners sold 2,522 Novartis shares in Q2 2019, an estimated $217K.
Girard Partners first reported a position in Novartis in Q3 2017 and held it in 6 quarters.
Girard Partners's Novartis position peaked at $243K in Q3 2017.
1,094 funds tracked by Wall St. Rank held Novartis as of Q2 2019.

Based on Girard Partners's 13F filing for Q2 2019, filed 12 Aug 2019.