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Leap Investments’s Novartis NVS Stock Holding History

Leap Investments’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
Q2 		– Sell
-3,700
Closed -$305K – 512
2020
Q1 		$305K Buy
+3,700
New +$330K 0.45% 52
2019
Q4 		– Sell
-3,478
Closed -$302K – 529
2019
Q3 		$302K Buy
+3,478
New +$312K 0.15% 226

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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

Leap Investments's NVS Position: Q2 2020 in Review

Leap Investments sold out of Novartis (NVS) in Q2 2020, closing a stake of 3,700 shares — an estimated $305K sold.

Leap Investments first reported a position in NVS in Q3 2019 and held it in 2 quarters. The position peaked at $305K in Q1 2020. 1,128 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

  • Leap Investments reported no remaining Novartis position as of Q2 2020 after selling out during the quarter.
  • Leap Investments sold 3,700 Novartis shares in Q2 2020, an estimated $305K.
  • Leap Investments first reported a position in Novartis in Q3 2019 and held it in 2 quarters.
  • Leap Investments's Novartis position peaked at $305K in Q1 2020.
  • 1,128 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on Leap Investments's 13F filing for Q2 2020, filed 3 Aug 2020.