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Landaas & Company’s Novartis NVS Stock Holding History

Landaas & Company’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 		– Sell
-703
Closed -$48K – 230
2018
Q2 		$48K Buy
+703
New +$48.5K 0.04% 156
2018
Q1 		– Sell
-703
Closed -$53K – 224
2017
Q4 		$53K Hold
703
– – 0.05% 142
2017
Q3 		$54K Buy
+703
New +$53.1K 0.05% 137

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
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

Landaas & Company's NVS Position: Q3 2018 in Review

Landaas & Company sold out of Novartis (NVS) in Q3 2018, closing a stake of 703 shares — an estimated $48K sold.

Landaas & Company first reported a position in NVS in Q3 2017 and held it in 3 quarters. The position peaked at $54K in Q3 2017. 1,028 funds tracked by Wall St. Rank hold NVS as of Q3 2018.

  • Landaas & Company reported no remaining Novartis position as of Q3 2018 after selling out during the quarter.
  • Landaas & Company sold 703 Novartis shares in Q3 2018, an estimated $48K.
  • Landaas & Company first reported a position in Novartis in Q3 2017 and held it in 3 quarters.
  • Landaas & Company's Novartis position peaked at $54K in Q3 2017.
  • 1,028 funds tracked by Wall St. Rank held Novartis as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.