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JT Stratford LLC’s Novartis NVS Stock Holding History

JT Stratford LLC’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
Q2 		– Sell
-2,813
Closed -$232K – 151
2020
Q1 		$232K Buy
+2,813
New +$251K 0.14% 96
2017
Q1 		– Sell
-3,125
Closed -$204K – 115
2016
Q4 		$204K Buy
+3,125
New +$203K 0.17% 100

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JT Stratford LLC's NVS Position: Q2 2020 in Review

JT Stratford LLC sold out of Novartis (NVS) in Q2 2020, closing a stake of 2,813 shares — an estimated $232K sold.

JT Stratford LLC first reported a position in NVS in Q4 2016 and held it in 2 quarters. The position peaked at $232K in Q1 2020. 1,128 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

  • JT Stratford LLC reported no remaining Novartis position as of Q2 2020 after selling out during the quarter.
  • JT Stratford LLC sold 2,813 Novartis shares in Q2 2020, an estimated $232K.
  • JT Stratford LLC first reported a position in Novartis in Q4 2016 and held it in 2 quarters.
  • JT Stratford LLC's Novartis position peaked at $232K in Q1 2020.
  • 1,128 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on JT Stratford LLC's 13F filing for Q2 2020, filed 14 Aug 2020.