Kinloch Capital’s Novartis NVS Stock Holding History

Kinloch 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
2021 Q1	–	Sell	-30	Closed	-$3K	–	153
2020 Q4	$3K	Buy	+30	New	+$2.62K	﹤0.01%	198

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Kinloch Capital's NVS Position: Q1 2021 in Review

Kinloch Capital sold out of Novartis (NVS) in Q1 2021, closing a stake of 30 shares — an estimated $3K sold.

Kinloch Capital first reported a position in NVS in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 1,135 funds tracked by Wall St. Rank hold NVS as of Q1 2021.

Kinloch Capital reported no remaining Novartis position as of Q1 2021 after selling out during the quarter.
Kinloch Capital sold 30 Novartis shares in Q1 2021, an estimated $3K.
Kinloch Capital first reported a position in Novartis in Q4 2020 and held it in 1 quarter.
Kinloch Capital's Novartis position peaked at $3K in Q4 2020.
1,135 funds tracked by Wall St. Rank held Novartis as of Q1 2021.

Based on Kinloch Capital's 13F filing for Q1 2021, filed 11 May 2021.