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Leavell Investment Management’s Novartis NVS Stock Holding History

Leavell Investment Management’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
Q1 		– Sell
-3,189
Closed -$302K – 369
2019
Q4 		$302K Buy
3,189
+55
+2% +$4.93K 0.03% 325
2019
Q3 		$272K Buy
3,134
+119
+4% +$10.7K 0.03% 334
2019
Q2 		$275K Sell
3,015
-350
-10% -$29.6K 0.03% 335
2019
Q1 		$290K Hold
3,365
– – 0.03% 316
2018
Q4 		$259K Sell
3,365
-223
-6% -$17.4K 0.03% 323
2018
Q3 		$277K Sell
3,588
-134
-4% -$9.91K 0.03% 332
2018
Q2 		$252K Hold
3,722
– – 0.03% 339
2018
Q1 		$281K Sell
3,722
-530
-12% -$40.3K 0.03% 321
2017
Q4 		$320K Hold
4,252
– – 0.04% 310
2017
Q3 		$327K Hold
4,252
– – 0.04% 295
2017
Q2 		$318K Buy
+4,252
New +$301K 0.04% 309
2017
Q1 		– Sell
-3,503
Closed -$229K – 371
2016
Q4 		$229K Hold
3,503
– – 0.03% 343
2016
Q3 		$248K Sell
3,503
-1,618
-32% -$118K 0.04% 337
2016
Q2 		$379K Sell
5,121
-2,593
-34% -$179K 0.06% 275
2016
Q1 		$501K Sell
7,714
-10,044
-57% -$683K 0.08% 222
2015
Q4 		$1.37M Buy
17,758
+1,200
+7% +$95.3K 0.2% 126
2015
Q3 		$1.36M Buy
16,558
+446
+3% +$39.7K 0.22% 125
2015
Q2 		$1.42M Sell
16,112
-1,674
-9% -$154K 0.22% 133
2015
Q1 		$1.57M Buy
17,786
+1,116
+7% +$99K 0.24% 128
2014
Q4 		$1.38M Hold
16,670
– – 0.21% 140
2014
Q3 		$1.41M Buy
16,670
+558
+3% +$45.1K 0.22% 132
2014
Q2 		$1.31M Buy
16,112
+3,344
+26% +$263K 0.21% 141
2014
Q1 		$973K Hold
12,768
– – 0.16% 162
2013
Q4 		$920K Hold
12,768
– – 0.16% 166
2013
Q3 		$878K Buy
12,768
+2,790
+28% +$185K 0.16% 157
2013
Q2 		$632K Buy
+9,978
New +$649K 0.12% 179

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Leavell Investment Management's NVS Position: Q1 2020 in Review

Leavell Investment Management sold out of Novartis (NVS) in Q1 2020, closing a stake of 3,189 shares — an estimated $302K sold.

Leavell Investment Management first reported a position in NVS in Q2 2013 and held it in 26 quarters. The position peaked at $1.57M in Q1 2015. 1,132 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

  • Leavell Investment Management reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
  • Leavell Investment Management sold 3,189 Novartis shares in Q1 2020, an estimated $302K.
  • Leavell Investment Management first reported a position in Novartis in Q2 2013 and held it in 26 quarters.
  • Leavell Investment Management's Novartis position peaked at $1.57M in Q1 2015.
  • 1,132 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Leavell Investment Management's 13F filing for Q1 2020, filed 16 Apr 2020.