Liberty Mutual Group Asset Management’s Novartis NVS Stock Holding History

Liberty Mutual Group Asset 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
2015 Q4	–	Sell	-4,576	Closed	-$377K	–	1002
2015 Q3	$377K	Buy	+4,576	New	+$407K	0.01%	1010
2015 Q1	–	Sell	-8,071	Closed	-$670K	–	1027
2014 Q4	$670K	Sell	8,071 -5,383	-40%	-$446K	0.02%	938
2014 Q3	$1.14M	Buy	+13,454	New	+$1.09M	0.04%	825

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Liberty Mutual Group Asset Management's NVS Position: Q4 2015 in Review

Liberty Mutual Group Asset Management sold out of Novartis (NVS) in Q4 2015, closing a stake of 4,576 shares — an estimated $377K sold.

Liberty Mutual Group Asset Management first reported a position in NVS in Q3 2014 and held it in 3 quarters. The position peaked at $1.14M in Q3 2014. 926 funds tracked by Wall St. Rank hold NVS as of Q4 2015.

Liberty Mutual Group Asset Management reported no remaining Novartis position as of Q4 2015 after selling out during the quarter.
Liberty Mutual Group Asset Management sold 4,576 Novartis shares in Q4 2015, an estimated $377K.
Liberty Mutual Group Asset Management first reported a position in Novartis in Q3 2014 and held it in 3 quarters.
Liberty Mutual Group Asset Management's Novartis position peaked at $1.14M in Q3 2014.
926 funds tracked by Wall St. Rank held Novartis as of Q4 2015.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2015, filed 9 Feb 2016.