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Kalos Management’s Novartis NVS Stock Holding History

Kalos 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
-3,540
Closed -$299K – 258
2020
Q3 		$299K Sell
3,540
-23
-0.6% -$1.99K 0.13% 169
2020
Q2 		$295K Buy
3,563
+290
+9% +$25K 0.12% 158
2020
Q1 		$283K Sell
3,273
-188
-5% -$16.8K 0.13% 155
2019
Q4 		$327K Hold
3,461
– – 0.12% 150
2019
Q3 		$300K Buy
+3,461
New +$311K 0.12% 143
2015
Q4 		– Hold
0
– – – 377

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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kalos Management's NVS Position: Q4 2020 in Review

Kalos Management sold out of Novartis (NVS) in Q4 2020, closing a stake of 3,540 shares — an estimated $299K sold.

Kalos Management first reported a position in NVS in Q3 2019 and held it in 5 quarters. The position peaked at $327K in Q4 2019. 1,176 funds tracked by Wall St. Rank hold NVS as of Q4 2020.

  • Kalos Management reported no remaining Novartis position as of Q4 2020 after selling out during the quarter.
  • Kalos Management sold 3,540 Novartis shares in Q4 2020, an estimated $299K.
  • Kalos Management first reported a position in Novartis in Q3 2019 and held it in 5 quarters.
  • Kalos Management's Novartis position peaked at $327K in Q4 2019.
  • 1,176 funds tracked by Wall St. Rank held Novartis as of Q4 2020.

Based on Kalos Management's 13F filing for Q4 2020, filed 11 Feb 2021.