Grandview Asset Management’s Novartis NVS Stock Holding History

Grandview Asset 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
2021 Q2	–	Sell	-205	Closed	-$18K	–	334
2021 Q1	$18K	Buy	+205	New	+$18.4K	0.01%	291
2020 Q1	–	Sell	-8,704	Closed	-$826K	–	58
2019 Q4	$826K	Sell	8,704 -584	-6%	-$52.4K	0.78%	33
2019 Q3	$799K	Buy	+9,288	New	+$834K	0.72%	39

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

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

Grandview Asset Management's NVS Position: Q2 2021 in Review

Grandview Asset Management sold out of Novartis (NVS) in Q2 2021, closing a stake of 205 shares — an estimated $18K sold.

Grandview Asset Management first reported a position in NVS in Q3 2019 and held it in 3 quarters. The position peaked at $826K in Q4 2019. 1,119 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

Grandview Asset Management reported no remaining Novartis position as of Q2 2021 after selling out during the quarter.
Grandview Asset Management sold 205 Novartis shares in Q2 2021, an estimated $18K.
Grandview Asset Management first reported a position in Novartis in Q3 2019 and held it in 3 quarters.
Grandview Asset Management's Novartis position peaked at $826K in Q4 2019.
1,119 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on Grandview Asset Management's 13F filing for Q2 2021, filed 21 Jul 2021.