KHP Capital’s Novartis NVS Stock Holding History

KHP Capital’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
2018 Q3	$99K	Hold	1,283	–	–	0.06%	89
2018 Q2	$87K	Hold	1,283	–	–	0.06%	88
2018 Q1	$93K	Buy	+1,283	New	+$97.7K	0.06%	85

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

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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

KHP Capital's NVS Position: Q3 2018 in Review

KHP Capital held its Novartis (NVS) position steady in Q3 2018 at 1,283 shares worth $99K. The position accounts for 0.06% of the portfolio, ranked #89.

KHP Capital first reported a position in NVS in Q1 2018 and has held it in 3 quarters since. 1,028 funds tracked by Wall St. Rank hold NVS as of Q3 2018.

KHP Capital held 1,283 shares of Novartis worth $99K as of Q3 2018.
KHP Capital left its Novartis share count unchanged in Q3 2018.
Novartis made up 0.06% of KHP Capital's portfolio in Q3 2018, its #89 holding.
KHP Capital first reported a position in Novartis in Q1 2018 and has held it in 3 quarters since.
1,028 funds tracked by Wall St. Rank held Novartis as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.