Hillsdale Investment Management’s Novartis NVS Stock Holding History

Hillsdale 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
2021 Q1	–	Sell	-220	Closed	-$21K	–	645
2020 Q4	$21K	Buy	220 +70	+47%	+$6.12K	﹤0.01%	478
2020 Q3	$13K	Buy	150 +70	+88%	+$6.06K	﹤0.01%	482
2020 Q2	$7K	Hold	80	–	–	﹤0.01%	489
2020 Q1	$7K	Buy	+80	New	+$7.14K	﹤0.01%	502
2016 Q1	–	Sell	-335	Closed	-$26K	–	533
2015 Q4	$26K	Hold	335	–	–	0.01%	354
2015 Q3	$28K	Sell	335 -669	-67%	-$59.5K	0.01%	433
2015 Q2	$89K	Hold	1,004	–	–	0.03%	420
2015 Q1	$89K	Hold	1,004	–	–	0.02%	418
2014 Q4	$83K	Hold	1,004	–	–	0.02%	415
2014 Q3	$85K	Hold	1,004	–	–	0.03%	401
2014 Q2	$81K	Hold	1,004	–	–	0.02%	412
2014 Q1	$77K	Hold	1,004	–	–	0.02%	405
2013 Q4	$72K	Sell	1,004 -4,241	-81%	-$295K	0.02%	406
2013 Q3	$361K	Buy	5,245 +4,241	+422%	+$281K	0.11%	140
2013 Q2	$64K	Buy	+1,004	New	+$65.3K	0.02%	398

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 $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Hillsdale Investment Management's NVS Position: Q1 2021 in Review

Hillsdale Investment Management sold out of Novartis (NVS) in Q1 2021, closing a stake of 220 shares — an estimated $21K sold.

Hillsdale Investment Management first reported a position in NVS in Q2 2013 and held it in 15 quarters. The position peaked at $361K in Q3 2013. 1,136 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

Hillsdale Investment Management reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
Hillsdale Investment Management sold 220 Novartis shares in Q1 2021, an estimated $21K.
Hillsdale Investment Management first reported a position in Novartis in Q2 2013 and held it in 15 quarters.
Hillsdale Investment Management's Novartis position peaked at $361K in Q3 2013.
1,136 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on Hillsdale Investment Management's 13F filing for Q1 2021, filed 22 Apr 2021.