Horan Capital Advisors’s Novartis NVS Stock Holding History

Horan Capital Advisors’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 Q4	–	Sell	-1,045	Closed	-$91K	–	216
2020 Q3	$91K	Buy	+1,045	New	+$90.5K	0.05%	126
2020 Q1	–	Sell	-965	Closed	-$91K	–	197
2019 Q4	$91K	Hold	965	–	–	0.05%	109
2019 Q3	$84K	Buy	+965	New	+$86.6K	0.05%	111
2019 Q2	–	Sell	-1,077	Closed	-$93K	–	188
2019 Q1	$93K	Buy	+1,077	New	+$86.5K	0.06%	105
2017 Q4	–	Sell	-670	Closed	-$52K	–	201
2017 Q3	$52K	Buy	+670	New	+$50.6K	0.03%	147
2016 Q1	–	Sell	-21,314	Closed	-$1.64M	–	64
2015 Q4	$1.64M	Sell	21,314 -922	-4%	-$73.2K	1.37%	34
2015 Q3	$1.83M	Sell	22,236 -6,857	-24%	-$610K	1.54%	30
2015 Q2	$2.56M	Buy	29,093 +712	+3%	+$65.3K	2.16%	17
2015 Q1	$2.51M	Buy	28,381 +363	+1%	+$32.2K	2.09%	16
2014 Q4	$2.33M	Buy	28,018 +1,250	+5%	+$104K	1.92%	18
2014 Q3	$2.26M	Buy	26,768 +4,092	+18%	+$331K	2%	14
2014 Q2	$1.84M	Buy	22,676 +792	+4%	+$62.3K	1.68%	24
2014 Q1	$1.67M	Buy	21,884 +1,864	+9%	+$136K	1.6%	25
2013 Q4	$1.44M	Buy	20,020 +1,049	+6%	+$72.9K	1.47%	29
2013 Q3	$1.3M	Buy	18,971 +871	+5%	+$57.6K	1.55%	26
2013 Q2	$1.15M	Buy	+18,100	New	+$1.18M	1.74%	25

Other funds holding NVS

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Horan Capital Advisors's NVS Position: Q4 2020 in Review

Horan Capital Advisors sold out of Novartis (NVS) in Q4 2020, closing a stake of 1,045 shares — an estimated $91K sold.

Horan Capital Advisors first reported a position in NVS in Q2 2013 and held it in 16 quarters. The position peaked at $2.56M in Q2 2015. 1,177 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

Horan Capital Advisors reported no remaining Novartis position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 1,045 Novartis shares in Q4 2020, an estimated $91K.
Horan Capital Advisors first reported a position in Novartis in Q2 2013 and held it in 16 quarters.
Horan Capital Advisors's Novartis position peaked at $2.56M in Q2 2015.
1,177 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.