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Hunter Perkins Capital Management’s Novartis NVS Stock Holding History

Hunter Perkins 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
2021
Q1 		– Sell
-3,100
Closed -$293K – 145
2020
Q4 		$293K Buy
+3,100
New +$271K 0.05% 147

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Loomis, Sayles & Company
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hunter Perkins Capital Management's NVS Position: Q1 2021 in Review

Hunter Perkins Capital Management sold out of Novartis (NVS) in Q1 2021, closing a stake of 3,100 shares — an estimated $293K sold.

Hunter Perkins Capital Management first reported a position in NVS in Q4 2020 and held it in 1 quarter. The position peaked at $293K in Q4 2020. 1,135 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

  • Hunter Perkins Capital Management reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
  • Hunter Perkins Capital Management sold 3,100 Novartis shares in Q1 2021, an estimated $293K.
  • Hunter Perkins Capital Management first reported a position in Novartis in Q4 2020 and held it in 1 quarter.
  • Hunter Perkins Capital Management's Novartis position peaked at $293K in Q4 2020.
  • 1,135 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on Hunter Perkins Capital Management's 13F filing for Q1 2021, filed 28 Apr 2021.