Israel Discount Bank of New York’s Novartis NVS Stock Holding History

Israel Discount Bank of New York’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 Q1	–	Sell	-2,142	Closed	-$203K	–	89
2019 Q4	$203K	Buy	+2,142	New	+$192K	0.13%	85
2017 Q3	–	Sell	-73	Closed	-$5K	–	433
2017 Q2	$5K	Hold	73	–	–	﹤0.01%	410
2017 Q1	$5K	Buy	73 +17	+30%	+$1.13K	﹤0.01%	415
2016 Q4	$4K	Buy	+56	New	+$3.63K	﹤0.01%	452

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

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 $336B AUM 34.66% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

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

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

Israel Discount Bank of New York's NVS Position: Q1 2020 in Review

Israel Discount Bank of New York sold out of Novartis (NVS) in Q1 2020, closing a stake of 2,142 shares — an estimated $203K sold.

Israel Discount Bank of New York first reported a position in NVS in Q4 2016 and held it in 4 quarters. The position peaked at $203K in Q4 2019. 1,134 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

Israel Discount Bank of New York reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
Israel Discount Bank of New York sold 2,142 Novartis shares in Q1 2020, an estimated $203K.
Israel Discount Bank of New York first reported a position in Novartis in Q4 2016 and held it in 4 quarters.
Israel Discount Bank of New York's Novartis position peaked at $203K in Q4 2019.
1,134 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Israel Discount Bank of New York's 13F filing for Q1 2020, filed 15 May 2020.