Little House Capital’s Novartis NVS Stock Holding History

Little House Capital’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	–	Sell	-8,333	Closed	-$687K	–	94
2020 Q1	$687K	Buy	8,333 +697	+9%	+$62.2K	0.75%	45
2019 Q4	$723K	Sell	7,636 -55	-0.7%	-$4.93K	0.62%	52
2019 Q3	$668K	Sell	7,691 -115	-1%	-$10.3K	0.51%	65
2019 Q2	$731	Sell	7,806 -704	-8%	-$59.6K	0.49%	64
2019 Q1	$733K	Buy	8,510 +2,211	+35%	+$177K	0.55%	64
2018 Q4	$484K	Buy	+6,299	New	+$490K	0.47%	72

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

Little House Capital's NVS Position: Q2 2020 in Review

Little House Capital sold out of Novartis (NVS) in Q2 2020, closing a stake of 8,333 shares — an estimated $687K sold.

Little House Capital first reported a position in NVS in Q4 2018 and held it in 6 quarters. The position peaked at $733K in Q1 2019. 1,128 funds tracked by Wall St. Rank hold NVS as of Q2 2020.

Little House Capital reported no remaining Novartis position as of Q2 2020 after selling out during the quarter.
Little House Capital sold 8,333 Novartis shares in Q2 2020, an estimated $687K.
Little House Capital first reported a position in Novartis in Q4 2018 and held it in 6 quarters.
Little House Capital's Novartis position peaked at $733K in Q1 2019.
1,128 funds tracked by Wall St. Rank held Novartis as of Q2 2020.

Based on Little House Capital's 13F filing for Q2 2020, filed 14 Aug 2020.