Hugh Johnson Advisors’s Novartis NVS Stock Holding History

Hugh Johnson 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
2019 Q2	$568K	Buy	6,225 +664	+12%	+$56.2K	0.18%	72
2019 Q1	$479K	Sell	5,561 -215	-4%	-$17.3K	0.15%	76
2018 Q4	$444K	Buy	5,776 +50	+0.9%	+$3.89K	0.16%	77
2018 Q3	$442K	Sell	5,726 -39	-0.7%	-$2.88K	0.12%	88
2018 Q2	$390K	Buy	5,765 +630	+12%	+$43.5K	0.11%	89
2018 Q1	$372K	Sell	5,135 -109	-2%	-$8.3K	0.11%	88
2017 Q4	$395K	Sell	5,244 -2	-0%	-$151	0.12%	88
2017 Q3	$404K	Buy	5,246 +1,958	+60%	+$148K	0.12%	86
2017 Q2	$246K	Buy	+3,288	New	+$233K	0.08%	88
2016 Q4	–	Sell	-3,725	Closed	-$264K	–	93
2016 Q3	$264K	Buy	3,725 +22	+0.6%	+$1.6K	0.1%	86
2016 Q2	$274K	Buy	3,703 +249	+7%	+$17.2K	0.11%	79
2016 Q1	$224K	Buy	3,454 +167	+5%	+$11.4K	0.09%	85
2015 Q4	$253K	Sell	3,287 -112	-3%	-$8.9K	0.1%	79
2015 Q3	$280K	Hold	3,399	–	–	0.11%	74
2015 Q2	$300K	Sell	3,399 -25	-0.7%	-$2.29K	0.11%	77
2015 Q1	$303K	Hold	3,424	–	–	0.1%	79
2014 Q4	$285K	Sell	3,424 -418	-11%	-$34.6K	0.1%	77
2014 Q3	$324K	Buy	3,842 +468	+14%	+$37.9K	0.12%	72
2014 Q2	$274K	Sell	3,374 -194	-5%	-$15.3K	0.1%	77
2014 Q1	$272K	Buy	3,568 +467	+15%	+$34K	0.1%	74
2013 Q4	$223K	Buy	+3,101	New	+$216K	0.09%	77

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Hugh Johnson Advisors's NVS Position: Q2 2019 in Review

Hugh Johnson Advisors increased its Novartis (NVS) stake by 12% in Q2 2019, buying an estimated $56.2K and bringing the position to 6,225 shares worth $568K. The position accounts for 0.18% of the portfolio, ranked #72.

Hugh Johnson Advisors first reported a position in NVS in Q4 2013 and has held it in 21 quarters since. 1,094 funds tracked by Wall St. Rank hold NVS as of Q2 2019.

Hugh Johnson Advisors held 6,225 shares of Novartis worth $568K as of Q2 2019.
Hugh Johnson Advisors bought 664 Novartis shares in Q2 2019, an estimated $56.2K.
Novartis made up 0.18% of Hugh Johnson Advisors's portfolio in Q2 2019, its #72 holding.
Hugh Johnson Advisors first reported a position in Novartis in Q4 2013 and has held it in 21 quarters since.
1,094 funds tracked by Wall St. Rank held Novartis as of Q2 2019.

Based on Hugh Johnson Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.