Kelman-Lazarov Inc’s Novartis NVS Stock Holding History

Kelman-Lazarov Inc’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 Q1	–	Sell	-2,430	Closed	-$230K	–	89
2019 Q4	$230K	Hold	2,430	–	–	0.1%	90
2019 Q3	$211K	Sell	2,430 -1,150	-32%	-$103K	0.1%	92
2019 Q2	$327K	Sell	3,580 -2,362	-40%	-$200K	0.17%	73
2019 Q1	$512K	Sell	5,942 -594	-9%	-$47.7K	0.27%	61
2018 Q4	$503K	Sell	6,536 -984	-13%	-$76.6K	0.31%	59
2018 Q3	$581K	Hold	7,520	–	–	0.34%	63
2018 Q2	$509K	Sell	7,520 -373	-5%	-$25.7K	0.27%	74
2018 Q1	$572K	Sell	7,893 -503	-6%	-$38.3K	0.31%	72
2017 Q4	$631K	Hold	8,396	–	–	0.32%	72
2017 Q3	$646K	Hold	8,396	–	–	0.34%	72
2017 Q2	$628K	Hold	8,396	–	–	0.34%	73
2017 Q1	$559K	Hold	8,396	–	–	0.36%	69
2016 Q4	$548K	Buy	8,396 +670	+9%	+$43.5K	0.31%	75
2016 Q3	$546K	Sell	7,726 -45	-0.6%	-$3.28K	0.31%	77
2016 Q2	$576K	Sell	7,771 -281	-3%	-$19.4K	0.33%	79
2016 Q1	$515K	Buy	+8,052	New	+$548K	0.3%	82

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

Kelman-Lazarov Inc's NVS Position: Q1 2020 in Review

Kelman-Lazarov Inc sold out of Novartis (NVS) in Q1 2020, closing a stake of 2,430 shares — an estimated $230K sold.

Kelman-Lazarov Inc first reported a position in NVS in Q1 2016 and held it in 16 quarters. The position peaked at $646K in Q3 2017. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

Kelman-Lazarov Inc reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
Kelman-Lazarov Inc sold 2,430 Novartis shares in Q1 2020, an estimated $230K.
Kelman-Lazarov Inc first reported a position in Novartis in Q1 2016 and held it in 16 quarters.
Kelman-Lazarov Inc's Novartis position peaked at $646K in Q3 2017.
1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2020, filed 27 Apr 2020.