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Goelzer Investment Management’s Novartis NVS Stock Holding History

Goelzer 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
Q4 		– Sell
-8,506
Closed -$740K – 236
2020
Q3 		$740K Hold
8,506
– – 0.07% 173
2020
Q2 		$743K Buy
8,506
+36
+0.4% +$3.11K 0.07% 168
2020
Q1 		$698K Sell
8,470
-720
-8% -$64.2K 0.08% 172
2019
Q4 		$870K Sell
9,190
-500
-5% -$44.9K 0.07% 174
2019
Q3 		$842K Sell
9,690
-181
-2% -$16.3K 0.08% 168
2019
Q2 		$901K Buy
9,871
+61
+0.6% +$5.16K 0.08% 169
2019
Q1 		$845K Buy
+9,810
New +$788K 0.08% 180

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goelzer Investment Management's NVS Position: Q4 2020 in Review

Goelzer Investment Management sold out of Novartis (NVS) in Q4 2020, closing a stake of 8,506 shares — an estimated $740K sold.

Goelzer Investment Management first reported a position in NVS in Q1 2019 and held it in 7 quarters. The position peaked at $901K in Q2 2019. 1,176 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

  • Goelzer Investment Management reported no remaining Novartis position as of Q4 2020 after selling out during the quarter.
  • Goelzer Investment Management sold 8,506 Novartis shares in Q4 2020, an estimated $740K.
  • Goelzer Investment Management first reported a position in Novartis in Q1 2019 and held it in 7 quarters.
  • Goelzer Investment Management's Novartis position peaked at $901K in Q2 2019.
  • 1,176 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on Goelzer Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.