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Howland Capital Management’s Novartis NVS Stock Holding History

Howland 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
Q4 		– Sell
-2,544
Closed -$221K – 238
2020
Q3 		$221K Sell
2,544
-36,151
-93% -$3.13M 0.01% 199
2020
Q2 		$3.38M Sell
38,695
-276
-0.7% -$23.8K 0.24% 69
2020
Q1 		$3.21M Sell
38,971
-36
-0.1% -$3.21K 0.28% 68
2019
Q4 		$3.69M Sell
39,007
-4,007
-9% -$360K 0.26% 71
2019
Q3 		$3.74M Sell
43,014
-63
-0.1% -$5.66K 0.28% 70
2019
Q2 		$3.93M Sell
43,077
-100,039
-70% -$8.47M 0.3% 66
2019
Q1 		$12.3M Sell
143,116
-73,483
-34% -$5.9M 1% 39
2018
Q4 		$16.7M Sell
216,599
-16,950
-7% -$1.32M 1.57% 22
2018
Q3 		$18M Buy
233,549
+171
+0.1% +$12.6K 1.37% 26
2018
Q2 		$15.8M Buy
233,378
+45,129
+24% +$3.11M 1.26% 29
2018
Q1 		$13.6M Buy
188,249
+3,501
+2% +$267K 1.1% 35
2017
Q4 		$13.9M Buy
184,748
+1,550
+0.8% +$117K 1.11% 37
2017
Q3 		$14.1M Buy
183,198
+2,689
+1% +$203K 1.16% 34
2017
Q2 		$13.5M Buy
180,509
+5,252
+3% +$372K 1.14% 36
2017
Q1 		$11.7M Buy
175,257
+68,653
+64% +$4.57M 1.01% 42
2016
Q4 		$6.96M Sell
106,604
-55,072
-34% -$3.57M 0.65% 51
2016
Q3 		$11.4M Buy
161,676
+153,825
+1,959% +$11.2M 1.06% 40
2016
Q2 		$580K Hold
7,851
– – 0.05% 142
2016
Q1 		$510K Sell
7,851
-614
-7% -$41.8K 0.05% 144
2015
Q4 		$653K Buy
8,465
+614
+8% +$48.8K 0.07% 134
2015
Q3 		$647K Buy
7,851
+485
+7% +$43.2K 0.07% 131
2015
Q2 		$649K Hold
7,366
– – 0.07% 135
2015
Q1 		$651K Sell
7,366
-223
-3% -$19.8K 0.07% 132
2014
Q4 		$630K Buy
7,589
+558
+8% +$46.3K 0.06% 135
2014
Q3 		$593K Sell
7,031
-33
-0.5% -$2.67K 0.06% 136
2014
Q2 		$573K Buy
7,064
+2,572
+57% +$202K 0.06% 130
2014
Q1 		$342K Hold
4,492
– – 0.04% 147
2013
Q4 		$324K Buy
4,492
+156
+4% +$10.8K 0.04% 149
2013
Q3 		$298K Hold
4,336
– – 0.04% 142
2013
Q2 		$275K Buy
+4,336
New +$282K 0.04% 116

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Howland Capital Management's NVS Position: Q4 2020 in Review

Howland Capital Management sold out of Novartis (NVS) in Q4 2020, closing a stake of 2,544 shares — an estimated $221K sold.

Howland Capital Management first reported a position in NVS in Q2 2013 and held it in 30 quarters. The position peaked at $18M in Q3 2018. 1,176 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

  • Howland Capital Management reported no remaining Novartis position as of Q4 2020 after selling out during the quarter.
  • Howland Capital Management sold 2,544 Novartis shares in Q4 2020, an estimated $221K.
  • Howland Capital Management first reported a position in Novartis in Q2 2013 and held it in 30 quarters.
  • Howland Capital Management's Novartis position peaked at $18M in Q3 2018.
  • 1,176 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on Howland Capital Management's 13F filing for Q4 2020, filed 26 Jan 2021.