JCIC Asset Management’s Novartis NVS Stock Holding History

JCIC Asset Management’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	-565	Closed	-$49K	–	123
2020 Q3	$49K	Hold	565	–	–	0.02%	66
2020 Q2	$49K	Hold	565	–	–	0.03%	62
2020 Q1	$47K	Buy	565 +155	+38%	+$13.8K	0.03%	59
2019 Q4	$39K	Hold	410	–	–	0.02%	72
2019 Q3	$36K	Hold	410	–	–	0.02%	72
2019 Q2	$37K	Sell	410 -48	-10%	-$4.06K	0.02%	70
2019 Q1	$39K	Hold	458	–	–	0.02%	69
2018 Q4	$35K	Hold	458	–	–	0.02%	65
2018 Q3	$35K	Buy	+458	New	+$33.9K	0.01%	71

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

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

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

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

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

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

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

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

JCIC Asset Management's NVS Position: Q4 2020 in Review

JCIC Asset Management sold out of Novartis (NVS) in Q4 2020, closing a stake of 565 shares — an estimated $49K sold.

JCIC Asset Management first reported a position in NVS in Q3 2018 and held it in 9 quarters. The position peaked at $49K in Q3 2020. 1,176 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

JCIC Asset Management reported no remaining Novartis position as of Q4 2020 after selling out during the quarter.
JCIC Asset Management sold 565 Novartis shares in Q4 2020, an estimated $49K.
JCIC Asset Management first reported a position in Novartis in Q3 2018 and held it in 9 quarters.
JCIC Asset Management's Novartis position peaked at $49K in Q3 2020.
1,176 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on JCIC Asset Management's 13F filing for Q4 2020, filed 23 Feb 2021.