Isthmus Partners’s Novartis NVS Stock Holding History

Isthmus 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 Q4	–	Sell	-720	Closed	-$56K	–	239
2018 Q3	$56K	Buy	+720	New	+$53.2K	0.01%	169
2017 Q4	–	Sell	-446	Closed	-$34K	–	312
2017 Q3	$34K	Hold	446	–	–	0.01%	194
2017 Q2	$33K	Hold	446	–	–	0.01%	200
2017 Q1	$30K	Hold	446	–	–	0.01%	204
2016 Q4	$29K	Hold	446	–	–	0.01%	204
2016 Q3	$31K	Hold	446	–	–	0.01%	195
2016 Q2	$33K	Hold	446	–	–	0.01%	184
2016 Q1	$29K	Hold	446	–	–	0.01%	188
2015 Q4	$34K	Hold	446	–	–	0.01%	190
2015 Q3	$37K	Hold	446	–	–	0.01%	190
2015 Q2	$39K	Hold	446	–	–	0.01%	188
2015 Q1	$39K	Hold	446	–	–	0.01%	188
2014 Q4	$37K	Buy	+446	New	+$37K	0.01%	194

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Isthmus Partners's NVS Position: Q4 2018 in Review

Isthmus Partners sold out of Novartis (NVS) in Q4 2018, closing a stake of 720 shares — an estimated $56K sold.

Isthmus Partners first reported a position in NVS in Q4 2014 and held it in 13 quarters. The position peaked at $56K in Q3 2018. 1,087 funds tracked by Wall St. Rank hold NVS as of Q4 2018.

Isthmus Partners reported no remaining Novartis position as of Q4 2018 after selling out during the quarter.
Isthmus Partners sold 720 Novartis shares in Q4 2018, an estimated $56K.
Isthmus Partners first reported a position in Novartis in Q4 2014 and held it in 13 quarters.
Isthmus Partners's Novartis position peaked at $56K in Q3 2018.
1,087 funds tracked by Wall St. Rank held Novartis as of Q4 2018.

Based on Isthmus Partners's 13F filing for Q4 2018, filed 4 Feb 2019.