James Investment Research’s Novartis NVS Stock Holding History

James Investment Research’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 Q4	–	Sell	-24	Closed	-$2K	–	535
2020 Q3	$2K	Hold	24	–	–	﹤0.01%	454
2020 Q2	$2K	Hold	24	–	–	﹤0.01%	434
2020 Q1	$2K	Buy	+24	New	+$2.14K	﹤0.01%	445
2019 Q3	–	Sell	-106	Closed	-$10K	–	626
2019 Q2	$10K	Sell	106 -12	-10%	-$1.02K	﹤0.01%	589
2019 Q1	$10K	Buy	+118	New	+$9.47K	﹤0.01%	743
2014 Q2	–	Sell	-186	Closed	-$14K	–	522
2014 Q1	$14K	Hold	186	–	–	﹤0.01%	463
2013 Q4	$13K	Hold	186	–	–	﹤0.01%	468
2013 Q3	$13K	Hold	186	–	–	﹤0.01%	469
2013 Q2	$12K	Buy	+186	New	+$12.1K	﹤0.01%	461

Other funds holding NVS

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

James Investment Research's NVS Position: Q4 2020 in Review

James Investment Research sold out of Novartis (NVS) in Q4 2020, closing a stake of 24 shares — an estimated $2K sold.

James Investment Research first reported a position in NVS in Q2 2013 and held it in 9 quarters. The position peaked at $14K in Q1 2014. 1,177 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

James Investment Research reported no remaining Novartis position as of Q4 2020 after selling out during the quarter.
James Investment Research sold 24 Novartis shares in Q4 2020, an estimated $2K.
James Investment Research first reported a position in Novartis in Q2 2013 and held it in 9 quarters.
James Investment Research's Novartis position peaked at $14K in Q1 2014.
1,177 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on James Investment Research's 13F filing for Q4 2020, filed 27 Jan 2021.