Gryphon Financial Partners’s Novartis NVS Stock Holding History

Gryphon Financial 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
2018 Q3	–	Sell	-655	Closed	-$44K	–	620
2018 Q2	$44K	Sell	655 -36	-5%	-$2.48K	0.02%	245
2018 Q1	$50K	Buy	691 +140	+25%	+$10.7K	0.03%	225
2017 Q4	$41K	Buy	+551	New	+$41.6K	0.02%	280

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Gryphon Financial Partners's NVS Position: Q3 2018 in Review

Gryphon Financial Partners sold out of Novartis (NVS) in Q3 2018, closing a stake of 655 shares — an estimated $44K sold.

Gryphon Financial Partners first reported a position in NVS in Q4 2017 and held it in 3 quarters. The position peaked at $50K in Q1 2018. 1,028 funds tracked by Wall St. Rank hold NVS as of Q3 2018.

Gryphon Financial Partners reported no remaining Novartis position as of Q3 2018 after selling out during the quarter.
Gryphon Financial Partners sold 655 Novartis shares in Q3 2018, an estimated $44K.
Gryphon Financial Partners first reported a position in Novartis in Q4 2017 and held it in 3 quarters.
Gryphon Financial Partners's Novartis position peaked at $50K in Q1 2018.
1,028 funds tracked by Wall St. Rank held Novartis as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.