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Ironvine Capital Partners’s Novartis NVS Stock Holding History

Ironvine Capital Partners’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
2018
Q1 		– Sell
-13,939
Closed -$1.05M – 86
2017
Q4 		$1.05M Buy
+13,939
New +$1.05M 0.33% 54

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

Ironvine Capital Partners's NVS Position: Q1 2018 in Review

Ironvine Capital Partners sold out of Novartis (NVS) in Q1 2018, closing a stake of 13,939 shares — an estimated $1.05M sold.

Ironvine Capital Partners first reported a position in NVS in Q4 2017 and held it in 1 quarter. The position peaked at $1.05M in Q4 2017. 1,012 funds tracked by Wall St. Rank hold NVS as of Q1 2018.

  • Ironvine Capital Partners reported no remaining Novartis position as of Q1 2018 after selling out during the quarter.
  • Ironvine Capital Partners sold 13,939 Novartis shares in Q1 2018, an estimated $1.05M.
  • Ironvine Capital Partners first reported a position in Novartis in Q4 2017 and held it in 1 quarter.
  • Ironvine Capital Partners's Novartis position peaked at $1.05M in Q4 2017.
  • 1,012 funds tracked by Wall St. Rank held Novartis as of Q1 2018.

Based on Ironvine Capital Partners's 13F filing for Q1 2018, filed 11 May 2018.