Landmark Bank’s Novartis NVS Stock Holding History

Landmark Bank’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
2019 Q4	$383K	Sell	4,050 -47	-1%	-$4.22K	0.09%	58
2019 Q3	$356K	Buy	4,097 +19	+0.5%	+$1.71K	0.23%	65
2019 Q2	$373K	Sell	4,078 -389	-9%	-$32.9K	0.24%	58
2019 Q1	$385K	Sell	4,467 -305	-6%	-$24.5K	0.26%	56
2018 Q4	$367K	Buy	4,772 +210	+5%	+$16.3K	0.27%	59
2018 Q3	$352K	Sell	4,562 -752	-14%	-$55.6K	0.22%	61
2018 Q2	$360K	Buy	+5,314	New	+$367K	0.23%	59

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

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

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

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

Landmark Bank's NVS Position: Q4 2019 in Review

Landmark Bank reduced its Novartis (NVS) stake by 1.1% in Q4 2019, selling an estimated $4.22K and leaving 4,050 shares worth $383K. The position accounts for 0.09% of the portfolio, ranked #58.

Landmark Bank first reported a position in NVS in Q2 2018 and has held it in 7 quarters since. The position peaked at $385K in Q1 2019. 1,172 funds tracked by Wall St. Rank hold NVS as of Q4 2019.

Landmark Bank held 4,050 shares of Novartis worth $383K as of Q4 2019.
Landmark Bank sold 47 Novartis shares in Q4 2019, an estimated $4.22K.
Novartis made up 0.09% of Landmark Bank's portfolio in Q4 2019, its #58 holding.
Landmark Bank first reported a position in Novartis in Q2 2018 and has held it in 7 quarters since.
Landmark Bank's Novartis position peaked at $385K in Q1 2019.
1,172 funds tracked by Wall St. Rank held Novartis as of Q4 2019.

Based on Landmark Bank's 13F filing for Q4 2019, filed 12 Feb 2020.