Lourd Capital’s Novartis NVS Stock Holding History

Lourd 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
2019 Q1	–	Sell	-17,200	Closed	-$1.32M	–	239
2018 Q4	$1.32M	Sell	17,200 -259	-1%	-$20.2K	0.1%	45
2018 Q3	$1.35M	Buy	17,459 +562	+3%	+$41.5K	0.09%	46
2018 Q2	$1.14M	Sell	16,897 -4,862	-22%	-$336K	0.16%	42
2018 Q1	$1.58M	Sell	21,759 -645	-3%	-$49.1K	0.21%	40
2017 Q4	$1.69M	Buy	+22,404	New	+$1.69M	0.11%	44

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Lourd Capital's NVS Position: Q1 2019 in Review

Lourd Capital sold out of Novartis (NVS) in Q1 2019, closing a stake of 17,200 shares — an estimated $1.32M sold.

Lourd Capital first reported a position in NVS in Q4 2017 and held it in 5 quarters. The position peaked at $1.69M in Q4 2017. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2019.

Lourd Capital reported no remaining Novartis position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 17,200 Novartis shares in Q1 2019, an estimated $1.32M.
Lourd Capital first reported a position in Novartis in Q4 2017 and held it in 5 quarters.
Lourd Capital's Novartis position peaked at $1.69M in Q4 2017.
1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.