JBJ Investment Partners’s Novartis NVS Stock Holding History

JBJ Investment 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
2021 Q2	–	Sell	-2,851	Closed	-$244K	–	65
2021 Q1	$244K	Buy	2,851 +119	+4%	+$10.7K	0.05%	56
2020 Q4	$258K	Buy	+2,732	New	+$239K	0.06%	54
2019 Q2	–	Sell	-1,720	Closed	-$148K	–	147
2019 Q1	$148K	Buy	+1,720	New	+$138K	0.06%	48

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

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

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

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

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

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

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

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

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

JBJ Investment Partners's NVS Position: Q2 2021 in Review

JBJ Investment Partners sold out of Novartis (NVS) in Q2 2021, closing a stake of 2,851 shares — an estimated $244K sold.

JBJ Investment Partners first reported a position in NVS in Q1 2019 and held it in 3 quarters. The position peaked at $258K in Q4 2020. 1,119 funds tracked by Wall St. Rank hold NVS as of Q2 2021.

JBJ Investment Partners reported no remaining Novartis position as of Q2 2021 after selling out during the quarter.
JBJ Investment Partners sold 2,851 Novartis shares in Q2 2021, an estimated $244K.
JBJ Investment Partners first reported a position in Novartis in Q1 2019 and held it in 3 quarters.
JBJ Investment Partners's Novartis position peaked at $258K in Q4 2020.
1,119 funds tracked by Wall St. Rank held Novartis as of Q2 2021.

Based on JBJ Investment Partners's 13F filing for Q2 2021, filed 20 Jul 2021.