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HL Financial Services’s Novartis NVS Stock Holding History

HL 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
2019
Q1 		$1.54M Buy
17,837
+877
+5% +$70.4K 0.02% 318
2018
Q4 		$1.3M Sell
16,960
-712
-4% -$55.4K 0.02% 321
2018
Q3 		$1.36M Buy
17,672
+2,587
+17% +$191K 0.02% 342
2018
Q2 		$1.02M Sell
15,085
-245
-2% -$16.9K 0.02% 368
2018
Q1 		$1.11M Sell
15,330
-1,324
-8% -$101K 0.02% 343
2017
Q4 		$1.25M Sell
16,654
-3,588
-18% -$271K 0.02% 280
2017
Q3 		$1.56M Sell
20,242
-864
-4% -$65.3K 0.03% 280
2017
Q2 		$1.58M Sell
21,106
-1,096
-5% -$77.7K 0.03% 270
2017
Q1 		$1.48M Sell
22,202
-1,236
-5% -$82.4K 0.03% 277
2016
Q4 		$1.53M Buy
23,438
+704
+3% +$45.7K 0.03% 264
2016
Q3 		$1.61M Sell
22,734
-76
-0.3% -$5.54K 0.04% 262
2016
Q2 		$1.69M Sell
22,810
-56
-0.2% -$3.87K 0.04% 246
2016
Q1 		$1.48M Sell
22,866
-635
-3% -$43.2K 0.04% 262
2015
Q4 		$1.81M Buy
23,501
+3,141
+15% +$250K 0.05% 219
2015
Q3 		$1.68M Buy
20,360
+1,030
+5% +$91.7K 0.05% 195
2015
Q2 		$1.7M Sell
19,330
-174
-0.9% -$16K 0.05% 211
2015
Q1 		$1.72M Sell
19,504
-150
-0.8% -$13.3K 0.05% 207
2014
Q4 		$1.63M Sell
19,654
-4,681
-19% -$388K 0.04% 192
2014
Q3 		$2.05M Buy
24,335
+8,708
+56% +$705K 0.06% 183
2014
Q2 		$1.27M Buy
15,627
+620
+4% +$48.8K 0.04% 225
2014
Q1 		$1.14M Buy
15,007
+1,298
+9% +$94.6K 0.03% 231
2013
Q4 		$987K Buy
13,709
+3,927
+40% +$273K 0.03% 253
2013
Q3 		$672K Sell
9,782
-345
-3% -$22.8K 0.02% 291
2013
Q2 		$642K Buy
+10,127
New +$659K 0.02% 279

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

HL Financial Services's NVS Position: Q1 2019 in Review

HL Financial Services increased its Novartis (NVS) stake by 5.2% in Q1 2019, buying an estimated $70.4K and bringing the position to 17,837 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #318.

HL Financial Services first reported a position in NVS in Q2 2013 and has held it in 24 quarters since. The position peaked at $2.05M in Q3 2014. 1,134 funds tracked by Wall St. Rank hold NVS as of Q1 2019.

  • HL Financial Services held 17,837 shares of Novartis worth $1.54M as of Q1 2019.
  • HL Financial Services bought 877 Novartis shares in Q1 2019, an estimated $70.4K.
  • Novartis made up 0.02% of HL Financial Services's portfolio in Q1 2019, its #318 holding.
  • HL Financial Services first reported a position in Novartis in Q2 2013 and has held it in 24 quarters since.
  • HL Financial Services's Novartis position peaked at $2.05M in Q3 2014.
  • 1,134 funds tracked by Wall St. Rank held Novartis as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.