Harvey Capital Management’s Novartis NVS Stock Holding History

Harvey Capital 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 Q1	–	Sell	-11,250	Closed	-$1.06M	–	80
2019 Q4	$1.06M	Hold	11,250	–	–	0.47%	45
2019 Q3	$977K	Hold	11,250	–	–	0.49%	44
2019 Q2	$1.03M	Sell	11,250 -1,305	-10%	-$110K	0.49%	42
2019 Q1	$1.08M	Hold	12,555	–	–	0.52%	44
2018 Q4	$965K	Sell	12,555 -11,160	-47%	-$869K	0.51%	43
2018 Q3	$1.83M	Hold	23,715	–	–	0.73%	37
2018 Q2	$1.6M	Hold	23,715	–	–	0.64%	44
2018 Q1	$1.72M	Hold	23,715	–	–	0.64%	43
2017 Q4	$1.78M	Hold	23,715	–	–	0.65%	40
2017 Q3	$1.82M	Hold	23,715	–	–	0.74%	39
2017 Q2	$1.77M	Hold	23,715	–	–	0.76%	37
2017 Q1	$1.58M	Hold	23,715	–	–	0.71%	35
2016 Q4	$1.55M	Hold	23,715	–	–	0.72%	35
2016 Q3	$1.68M	Hold	23,715	–	–	0.52%	31
2016 Q2	$1.75M	Sell	23,715 -6,026	-20%	-$416K	0.88%	32
2016 Q1	$1.93M	Hold	29,741	–	–	0.94%	30
2015 Q4	$2.29M	Hold	29,741	–	–	0.91%	35
2015 Q3	$2.45M	Hold	29,741	–	–	0.98%	30
2015 Q2	$2.66M	Hold	29,741	–	–	0.9%	33
2015 Q1	$2.63M	Hold	29,741	–	–	0.97%	33
2014 Q4	$2.47M	Hold	29,741	–	–	0.95%	31
2014 Q3	$2.51M	Hold	29,741	–	–	0.98%	32
2014 Q2	$2.41M	Hold	29,741	–	–	0.86%	33
2014 Q1	$2.27M	Hold	29,741	–	–	0.9%	32
2013 Q4	$2.14M	Hold	29,741	–	–	0.88%	34
2013 Q3	$2.04M	Buy	29,741 +1,395	+5%	+$92.3K	1.04%	29
2013 Q2	$1.8M	Buy	+28,346	New	+$1.84M	1.11%	28

Other funds holding NVS

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harvey Capital Management's NVS Position: Q1 2020 in Review

Harvey Capital Management sold out of Novartis (NVS) in Q1 2020, closing a stake of 11,250 shares — an estimated $1.06M sold.

Harvey Capital Management first reported a position in NVS in Q2 2013 and held it in 27 quarters. The position peaked at $2.66M in Q2 2015. 1,132 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

Harvey Capital Management reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
Harvey Capital Management sold 11,250 Novartis shares in Q1 2020, an estimated $1.06M.
Harvey Capital Management first reported a position in Novartis in Q2 2013 and held it in 27 quarters.
Harvey Capital Management's Novartis position peaked at $2.66M in Q2 2015.
1,132 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Harvey Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.