LifePlan Financial Group’s Novartis NVS Stock Holding History

LifePlan Financial Group’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 Q3	$3K	Hold	35	–	–	﹤0.01%	515
2020 Q2	$3K	Hold	35	–	–	﹤0.01%	518
2020 Q1	$3K	Hold	35	–	–	﹤0.01%	495
2019 Q4	$3K	Hold	35	–	–	﹤0.01%	501
2019 Q3	$3K	Hold	35	–	–	﹤0.01%	497
2019 Q2	$3K	Sell	35 -4	-10%	-$339	﹤0.01%	495
2019 Q1	$3K	Hold	39	–	–	﹤0.01%	496
2018 Q4	$3K	Hold	39	–	–	﹤0.01%	480
2018 Q3	$3K	Buy	+39	New	+$2.88K	﹤0.01%	484
2018 Q2	–	Sell	-15	Closed	-$1K	–	541
2018 Q1	$1K	Buy	+15	New	+$1.14K	﹤0.01%	497
2014 Q2	–	Sell	-683	Closed	-$52K	–	162
2014 Q1	$52K	Buy	+683	New	+$49.8K	0.04%	117

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

LifePlan Financial Group's NVS Position: Q3 2020 in Review

LifePlan Financial Group held its Novartis (NVS) position steady in Q3 2020 at 35 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

LifePlan Financial Group first reported a position in NVS in Q1 2014 and has held it in 11 quarters since. The position peaked at $52K in Q1 2014. 1,118 funds tracked by Wall St. Rank hold NVS as of Q3 2020.

LifePlan Financial Group held 35 shares of Novartis worth $3K as of Q3 2020.
LifePlan Financial Group left its Novartis share count unchanged in Q3 2020.
Novartis made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #515 holding.
LifePlan Financial Group first reported a position in Novartis in Q1 2014 and has held it in 11 quarters since.
LifePlan Financial Group's Novartis position peaked at $52K in Q1 2014.
1,118 funds tracked by Wall St. Rank held Novartis as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.