HBC Financial Services’s Novartis NVS Stock Holding History

HBC Financial Services’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	-75	Closed	-$7K	–	161
2019 Q4	$7K	Buy	+75	New	+$6.73K	0.01%	145

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

HBC Financial Services's NVS Position: Q1 2020 in Review

HBC Financial Services sold out of Novartis (NVS) in Q1 2020, closing a stake of 75 shares — an estimated $7K sold.

HBC Financial Services first reported a position in NVS in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 1,132 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

HBC Financial Services reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
HBC Financial Services sold 75 Novartis shares in Q1 2020, an estimated $7K.
HBC Financial Services first reported a position in Novartis in Q4 2019 and held it in 1 quarter.
HBC Financial Services's Novartis position peaked at $7K in Q4 2019.
1,132 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on HBC Financial Services's 13F filing for Q1 2020, filed 4 May 2020.