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	–	536
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	–	627
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	–	523
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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America

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

Fisher Asset Management

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aristotle Capital Management

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

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return