Hutchinson Capital Management’s Novartis NVS Stock Holding History

Hutchinson 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 Q3	–	Sell	-5,379	Closed	-$470K	–	68
2020 Q2	$470K	Hold	5,379	–	–	0.15%	47
2020 Q1	$443K	Hold	5,379	–	–	0.15%	48
2019 Q4	$509K	Hold	5,379	–	–	0.13%	49
2019 Q3	$467K	Hold	5,379	–	–	0.13%	51
2019 Q2	$491K	Sell	5,379 -624	-10%	-$52.8K	0.14%	47
2019 Q1	$517K	Hold	6,003	–	–	0.16%	41
2018 Q4	$462K	Hold	6,003	–	–	0.15%	42
2018 Q3	$463K	Hold	6,003	–	–	0.13%	42
2018 Q2	$406K	Sell	6,003 -327	-5%	-$22.6K	0.13%	41
2018 Q1	$459K	Hold	6,330	–	–	0.13%	38
2017 Q4	$476K	Hold	6,330	–	–	0.12%	37
2017 Q3	$487K	Hold	6,330	–	–	0.13%	34
2017 Q2	$473K	Hold	6,330	–	–	0.13%	35
2017 Q1	$421K	Hold	6,330	–	–	0.12%	36
2016 Q4	$413K	Hold	6,330	–	–	0.11%	38
2016 Q3	$448K	Hold	6,330	–	–	0.14%	35
2016 Q2	$468K	Hold	6,330	–	–	0.14%	41
2016 Q1	$411K	Sell	6,330 -97	-2%	-$6.6K	0.13%	40
2015 Q4	$496K	Hold	6,427	–	–	0.16%	36
2015 Q3	$529K	Hold	6,427	–	–	0.18%	37
2015 Q2	$566K	Hold	6,427	–	–	0.17%	37
2015 Q1	$568K	Hold	6,427	–	–	0.18%	40
2014 Q4	$534K	Hold	6,427	–	–	0.15%	47
2014 Q3	$542K	Hold	6,427	–	–	0.16%	42
2014 Q2	$521K	Hold	6,427	–	–	0.14%	42
2014 Q1	$490K	Hold	6,427	–	–	0.15%	40
2013 Q4	$463K	Hold	6,427	–	–	0.13%	44
2013 Q3	$442K	Hold	6,427	–	–	0.14%	42
2013 Q2	$407K	Buy	+6,427	New	+$418K	0.14%	46

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

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Hutchinson Capital Management's NVS Position: Q3 2020 in Review

Hutchinson Capital Management sold out of Novartis (NVS) in Q3 2020, closing a stake of 5,379 shares — an estimated $470K sold.

Hutchinson Capital Management first reported a position in NVS in Q2 2013 and held it in 29 quarters. The position peaked at $568K in Q1 2015. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

Hutchinson Capital Management reported no remaining Novartis position as of Q3 2020 after selling out during the quarter.
Hutchinson Capital Management sold 5,379 Novartis shares in Q3 2020, an estimated $470K.
Hutchinson Capital Management first reported a position in Novartis in Q2 2013 and held it in 29 quarters.
Hutchinson Capital Management's Novartis position peaked at $568K in Q1 2015.
1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on Hutchinson Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.