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Legacy Private Trust’s Novartis NVS Stock Holding History

Legacy Private Trust’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
-2,800
Closed -$265K – 220
2019
Q4 		$265K Hold
2,800
– – 0.03% 213
2019
Q3 		$243K Hold
2,800
– – 0.03% 217
2019
Q2 		$256K Buy
+2,800
New +$237K 0.03% 214
2015
Q4 		– Sell
-2,544
Closed -$210K – 254
2015
Q3 		$210K Hold
2,544
– – 0.03% 226
2015
Q2 		$224K Sell
2,544
-123
-5% -$11.3K 0.03% 232
2015
Q1 		$236K Sell
2,667
-9,975
-79% -$885K 0.03% 227
2014
Q4 		$1.05M Buy
12,642
+2,232
+21% +$185K 0.15% 143
2014
Q3 		$878K Sell
10,410
-56
-0.5% -$4.53K 0.13% 153
2014
Q2 		$849K Buy
+10,466
New +$823K 0.13% 150

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Private Trust's NVS Position: Q1 2020 in Review

Legacy Private Trust sold out of Novartis (NVS) in Q1 2020, closing a stake of 2,800 shares — an estimated $265K sold.

Legacy Private Trust first reported a position in NVS in Q2 2014 and held it in 9 quarters. The position peaked at $1.05M in Q4 2014. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

  • Legacy Private Trust reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
  • Legacy Private Trust sold 2,800 Novartis shares in Q1 2020, an estimated $265K.
  • Legacy Private Trust first reported a position in Novartis in Q2 2014 and held it in 9 quarters.
  • Legacy Private Trust's Novartis position peaked at $1.05M in Q4 2014.
  • 1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Legacy Private Trust's 13F filing for Q1 2020, filed 23 Apr 2020.