Lenox Wealth Management’s Novartis NVS Stock Holding History

Lenox Wealth 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 Q2	$50K	Buy	582 +4	+0.7%	+$345	0.02%	252
2020 Q1	$47K	Sell	578 -64	-10%	-$5.71K	0.02%	248
2019 Q4	$61K	Sell	642 -3	-0.5%	-$269	0.02%	258
2019 Q3	$56K	Hold	645	–	–	0.02%	257
2019 Q2	$58K	Sell	645 -2,808	-81%	-$238K	0.02%	237
2019 Q1	$297K	Buy	3,453 +89	+3%	+$7.14K	0.09%	105
2018 Q4	$259K	Sell	3,364 -96	-3%	-$7.47K	0.09%	105
2018 Q3	$267K	Sell	3,460 -38	-1%	-$2.81K	0.08%	128
2018 Q2	$237K	Buy	3,498 +388	+12%	+$26.8K	0.08%	125
2018 Q1	$225K	Sell	3,110 -9,529	-75%	-$725K	0.07%	120
2017 Q4	$951K	Buy	12,639 +826	+7%	+$62.3K	0.29%	67
2017 Q3	$908K	Buy	11,813 +762	+7%	+$57.5K	0.31%	58
2017 Q2	$827K	Buy	+11,051	New	+$783K	0.34%	53

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lenox Wealth Management's NVS Position: Q2 2020 in Review

Lenox Wealth Management increased its Novartis (NVS) stake by 0.69% in Q2 2020, buying an estimated $345 and bringing the position to 582 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #252.

Lenox Wealth Management first reported a position in NVS in Q2 2017 and has held it in 13 quarters since. The position peaked at $951K in Q4 2017. 1,128 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

Lenox Wealth Management held 582 shares of Novartis worth $50K as of Q2 2020.
Lenox Wealth Management bought 4 Novartis shares in Q2 2020, an estimated $345.
Novartis made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #252 holding.
Lenox Wealth Management first reported a position in Novartis in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Novartis position peaked at $951K in Q4 2017.
1,128 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.